- $79 for one portfolio analysis and retirement income planning consultation (a $175 value)
During the consultation, an advisor will put together a 360-degree view of your financial situation before recommending a strategy for assembling a retirement nest egg that could potentially last 25–30 years.
Platinum Wealth Advisory
Wealth is more than just a wonderful thing—it's a responsibility. Taxes, retirement accounts, donations to charity, trusts, and Tooth Fairy payments all must work together in order to ensure a secure financial future. Through retirement planning, estate planning, charitable giving, asset protection, and other services, Platinum Wealth helps put all the pieces into place to ensure their clients' finances match up with their goals.
2802 Flintrock Trace Suite 201
Austin, Texas 78738