We start by spending time getting to know you and your business because we know that every business is unique and needs individual attention. After a complete review, we meet with you to discuss the results of our analysis. We then create a strategy to achieve the financial goals you have for your business.

Our key services include:

Custom Retirement

Your retirement plan needs to be tailored to your objectives, at Platinum Wealth Group we develop a strategy that represents the core values of both you and your business. We distill the multitude of options for you and help you choose the right plan for you and your employees.

401(k)

401(k) plans should be easy to maintain while providing employees with a positive experience. We align you with the right custodian for your 401(k) plan, which is critically important and can even affect employee retention. We’ll help determine the amounts needed and the investments best suited to each business.

Defined Benefit & Cash Balance

These pension plans are fully paid for by the employer. We’ll help define the best annual payment or contribution you, as the business owner, can make. When used in conjunction with 401(k) plans, these programs can help increase tax-deferred savings.

Profit-Sharing

Profit-sharing plans have flexible contributions and can be self-directed, similar to 401(k) plans. Each year employers determine the right amount to contribute to the plan and Platinum Wealth Group guides you in that process. These plans can help you reward key employees based on their position in your company while attracting top tier talent and improving employee retention.