Our Services

 

 

Platinum Financial Associates, Inc., provides the following services to assist you in pursuing your financial goals:

Investments*

• Bonds^

• Common Stock^

• Education, Traditional, Roth, SEP and Simple IRA's

• Brokerage Accounts

• Treasury Bills, Treasury Notes, Government Notes

 


Financial Planning*

• Retirement Plans

• College Planning

• 401 (k) Planning, 403 (b) Planning

• Money Management Plans

• Profit Sharing Plans

 


Insurance

• Disability Income

• Life Insurance

• Long Term Care

 

 


Tax Planning

• Individual Tax Preparation and Planning

• Business Start Up, Counsel and Corporate Taxes

• Small Business Accounting Services

• IRS and State Tax Audits

• Income, Gift and Estate Tax Returns

 

* These services are offered by Susan Lewis and Diane Williams through their affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM. ^ These products are offered by Susan Lewis.