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Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Stocks

Bonds

Mutual Funds/ETFs

Managed Accounts

Government Securities/CDs

Treasury Notes/Bills

    Financial Planning

    Retirement Plans

    401(k) & 403(b) Planning

    Traditional/Roth IRA

    SEP/Simple IRA

    Brokerage Accounts

    College Plans

    Estate Plans

    Insurance

    Fixed/Variable Annuities

    Life Insurance

    Long-Term-Care Insurance

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    Jennifer@PlatinumWealth.net  |  775-717-0001

    Free Retirement Guide

    It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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