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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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