About Us

Our Advisors provide financial planning and advisory services to individuals, families, and small businesses. Seeking to understand your needs and provide you with an independent approach, our financial planning services include comprehensive strategies for investment/retirement planning, estate planning as well as 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.

Our Team

How can we help?

Find out how we can help you pursue your financial freedom.

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