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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

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

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Newsletters

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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.

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