
About Platt Financial
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 approach, 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.
Our Team
Blogs
How to Avoid Emotional Investment Choices
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low...
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How can a Financial Advisor Can Assist me with Lowering Tax Liability?
Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into...
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The Importance of Proper Planning for a Physically Ill Spouse or Loved One
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved...
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