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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Car Affordability

How much can you afford to pay for a car?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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