$79 for One Portfolio Analysis and Retirement Income Planning Consultation at Platinum Wealth Advisory ($175 Value)

Austin

$79
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In a Nutshell

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.

The Deal

  • $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.

  1. 1

    Austin

    2802 Flintrock Trace Suite 201

    Austin, TX 78738

    +15123693817

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