Platinum Financial Partners, LLC

Employee benefits consultants for businesses. Legacy and wealth planning for individuals.

Platinum Financial Partners, LLC and its associates have over 75 years of combined experience dedicated to the Insurance industry. Our Agency of proven professionals provides comprehensive advice and support on complete financial and insurance programs for individuals, families and businesses. It is our goal to develop relationships with our clients that will ensure a lifetime strategic partnership in planning for the future.


Businesses
We provide aggressive shopping and no surprises, increase employee benefits, reduced HR time, highly customized comprehensive employee benefit package. We focus on small to medium size companies 5,000 employees. From 401k plans to group vision plans, we will help you control your costs.


Business Owners
Look to us to help you provide financial security and business peace of mind. Customized plans to include retirement, disability business overhead expense coverage.

Families
Build a legacy plan for generations of family. Enjoy retirement with a strong plan. We help build a strong legacy from a young age.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

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