Platinum Tax Advisory
About
I pride myself in giving my clients one-on-one personal attention. A full and complete assement is always complementary it's a great opportunity to get to know each other. I look forward to every opportunity I receive to be of service. Looking forward to meeting you.
I have worked with many families and truly enjoy when I can bring value to enrich their financial lives. Planning for a secure future in the years when your income becomes fixed and chances of you returning to work are slim then it becomes so important to have security and predictablity in your plan.
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Frequently asked questions
What is your typical process for working with a new customer?
Initial consultation is a period of discovery and always remains free of charge it's my pleasure to get to know you and answer any financial planning, Medicare, Social Security, retirement planning or tax concerns you may have. I pride myself in providing value and excellent service before we develop a working relationship that continues as we learn to work together.
What education and/or training do you have that relates to your work?
I'm a licensed fudiciary meaning that I will always act solely and completely with your best interest in mind.
Do you have a standard pricing system for your services? If so, please share the details here.
Initial consultation is a period of discovery and always remain free of charge it's my pleasure to get to know you and answer any financial planning, Medicare, Social Security, retirment planning or tax concerns you may have. I pride myself in providing value and excellent service even before we develop a working relationship.
How did you get started in this business?
I began helping people with financial and retirement planning after experinecing many in-home appointments with Seniors in their later stages of retirement and soon discovered that many would have had better outcomes with their finances had they received specialized financial education early in retirement. Retirement planning must be approached with a strong emphasis on lonegevity, protection of principal and reliable income that keeps up with inflation.
What types of customers have you worked with?
I specialize in working with pre-retirees and retirees who are seeking to maintain their desired lifestyle throughout their retirement years and are mostly concerned with protection of principal and safe moderate growth of their principal. Creating safe, reliable income that is keeping pace with inflation as well as conserving for furture needs such as maintaining their independance and remaining in their homes for as long as possible. Should nursing home ever become a necessity it is imperative that prior planning ensured that funds are available.
Describe a recent event you are fond of.
Many first appointments have become valued relationships lasting for years.
What advice would you give a customer looking to hire a pro in your area of expertise?
Keep in mind that working with a licensed fiduciary will ensure that your best interest always come first.
What questions should customers think through before talking to pros about their needs?
Keep in mind that working with a licensed fiduciary will ensure that your best interest always come first.