An advisor garners an overall view of their client's financial picture before helping them assemble a peace-of-mind retirement strategy
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires.Limit 1 per person. Limit 1 per visit. Limit 1 per household. No obligation to participate and nothing will be sold or offered at these meetings. Appointment required. 24-hr cancellation notice required. Investment advisory services offered through Global Financial Private Capital LLC, SEC registered investment advisor. Insurance services offered through Platinum Wealth Advisory.Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
$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.