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Comprehensive Financial Planning

Client Centered

Our Services are Rooted in Comprehensive Financial Planning

With both the opportunities and challenges facing families, now more than ever, personal planning is becoming a necessity.  We have spent years developing proven strategies to help address our client’s needs by organizing assets, identifying goals, and developing solutions that are monitored and adjusted as your situation demands.

We strive to provide personal service that delivers results. We have aligned ourselves with other professionals in the accounting and legal fields to assist our clients in comprehensive solutions so that financial strategies, insurance strategies, estate planning strategies, and tax planning strategies are all working in perfect harmony.

At Platinum Wealth Management Group, Inc., we also support the families we serve by offering comprehensive financial planning as an additional service.  Through financial planning, we can better help families increase their probability in reaching their desired outcomes.  We have a proprietary approach to financial planning that walks a family through the key segments of common financial plan in an organized systematic approach. 

Many of our financial professionals don't just practice in the financial services industry, but also educate others.  Several of our professionals are instructors at Oakland University in the CFP(R) curriculum and lecture nationally on various financial planning matters.