Welcome to Platt Financial!

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 Values

Personalized Financial Planning

Holistic Wealth Management

Deep and Meaningful Client Relationships

Independent Advice

Comprehensive Retirement Planning

Experienced Team

Wide Range of Financial Solutions

Strategic Investment Planning

Business & Employee Planning Services

Collaborative, Team-Based Approach

What We Help With

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Investment/Retirement Planning

Sound strategies to help you pursue your financial goals.

  • Portfolio analysis
  • Pension analysis
  • Penalty-free withdrawals
  • Income flow
  • Mutual Funds
  • Annuities

  • Stocks/Bonds

     

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Estate Planning

Preserving and passing on the assets you have worked hard to create.

  • Asset protection
  • Charitable giving
  • Wealth Transfer
  • Gifting
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Life Insurance

Protects you and your loved ones against the financial risk associated with death.

  • Income continuation
  • Final expenses
  • Emergency fund
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Long-Term Care Insurance

Provides money to help cover the cost of providing care if you are unable to perform the activities of daily living.

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Medicare Supplement Insurance

Products that work with Medicare to meet your changing needs.

Multiple plans including Medicare Advantage

  • Easy claim filing
  • RX Plans

Health and Medical Insurance

Provides money, when you need it the most, due to a sickness or injury.

  • Income replacement
  • Doctors’ bills
  • Lump sum payments
  • Hospital expense
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College Education Planning

Planning to help you answer the three tough questions…  

  • How much will it cost?
  • How much must you save?
  • How to save?
  • College Savings Plans
  • 529 Plans

Our Team

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Let’s Talk About Your Future

Schedule your consultation and begin your journey to financial confidence.

Request a meeting