Our Philosophy

Platinum Wealth Management Group, Inc. was founded with you, the Michigan family in mind. While many financial and insurance firms serve the nation as a whole, they struggle to understand and address the unique problems facing our local economy.

Many of our Michigan based companies have had to adapt their employment and retirement practices in an effort to compete in a global economy. Some of their necessary changes have had a direct impact on local families. Some of the changes have included:

Reduced Employee Benefits

Reduced Retirement Benefits

Temporary and Permanent Layoffs

Forced Early Retirements

Lower Wages and Salaries

Reduced Retirement Health Care Benefits

These changes have forced Michigan families to rethink their entire financial, insurance and retirement portfolio.

To further complicate matters, the United States Social Security Program has become a hot political topic with regard to its future and viability. The Medicare Program has been identified to have its own challenges. Even our national and local tax systems are creating deficits in a variety of governmental budgets that will need to be satisfied in the future.

With the challenges facing our local families, now more than ever, personal planning is becoming a necessity. We at Platinum Wealth Management Group, Inc. recognize these challenges. 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.