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Your business is a success...

But is there still a piece missing?

Growing a successful business is a difficult but very rewarding endeavor. Much time is spent on making important decisions regarding equipment, staffing and personnel issues while finding new customers and keeping current ones satisfied. The lack of a customized financial strategy that fits your business could be the missing piece that completes your strategy and helps protect what you have successfully built.


Be assured all the pieces are in place.

Ask Yourself:

· Have I maximized our retirement program opportunities?

· Is the employee benefit program up-to-date?

· Am I satisfied with my personal financial strategy?

· What is my exit strategy?

· What happens if my partner or key employee leaves?


Our staff of experienced benefits professionals can develop benefits programs that make sense for your company and your employees. We have specialists in many lines of employee benefits, with the experience and know how to help keep your programs running smoothly and assist you in keeping your employees happy. Platinum Wealth Solutions has experience in a wide variety of plans and lines of coverage, including:


  • Business Continuation Planning
  • Business Insurance Planning
  • Group Life Insurance
  • Group Long-Term Care
  • Key Employee Benefits
  • 401(k), 403(b), Pension, and Profit Sharing
  • Short/Long Term Disability Income Insurance



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck