Platt Financial provides financial planning and advisory services to individuals, families, and small businesses. Seeking to understand your needs and provide you with an unbiased approached, our financial planning services include comprehensive strategies for investment/retirement planning, estate, as well as medical and life insurance. Platt Financial helps clients pursue their unique financial goals. Developing a sound financial plan is key to financial freedom and a successful retirement.
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor.