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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Disability Income Insurance

How much Disability Income Insurance do you need?

Mortgage Acceleration

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

Loan Payoff

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

More Calculators →

Newsletters

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

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