We’re here to help you
Feel More Confident in Your Financial Future.
At Platinum Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals is ready to help you better understand your FRS benefits to create a well-thought-out strategy for retirement success.
We recognize that those in the FRS system face unique issues when planning for retirement. By specializing in this area, we’ve amassed a wealth of knowledge about how the system works — and how to maximize your benefits. Unlike other advisors, we can answer your most pressing questions, like:
- Will I have to pay a penalty to the IRS if I move my DROP money?
- I chose the investment option instead of the pension; how do I create income to live on in retirement?
- Which pension option should I choose, and how can I protect my spouse when I die?
- How does Social Security play into my plan?
- What if I have another retirement plan from the private sector?
Premier Wealth Strategy
How do you want to spend your retirement, sipping champagne on a sun-soaked beach or playing with the grandkids in the front yard? Whatever your dream, our Premier Wealth Strategy is designed to help you live your desired lifestyle.
Step One: Visualize
We’ll sit down together and discuss what your ideal retirement looks like. We’ll explore your unique goals, dreams and the passions you would like to pursue.
Step Two: Strategize
We’ll examine your current financial situation, and based on what we learned in Step One, we’ll determine what you need to turn your retirement dreams into reality.
Step Three: Implement
We’ll present you with your custom Premier Wealth Strategy to help you meet your goals. We’ll regularly review your strategy to ensure it continues to reflect your evolving goals and dreams.