Welcome to Platinum Financial Associates, Inc.

 

 Susan S. Lewis and Diane Williams provide independent, investment management and financial planning services by offering advice that assists their clients in pursuing their financial goals during each life event stage. The combination of successful financial planning, constant communication and patient investing applied with an equally strategic and rigorous perspective is the foundation of this fiduciary relationship.
    
We realize you have a choice in a financial planner. As your wealth manager, we will earn your respect and loyalty by being responsive to your financial planning needs and objectives while maintaining a long-term focus during this journey. We realize by providing unbiased advice in the client's best interest is a wealth management strategy to keep your assets growing. Our investment philosophy includes value investing utilizing the Margin of Safety practices. Your unique financial identity is important to us.

 

 

 

 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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