People are getting their savings and investment portfolio wiped out due to the world reeling from inflation and an economic downturn. Those with retirement savings are even in a far worse situation as any hope of recouping their money looks bleak. Fortunately, Platinum Financial Partners is offering a lifeline to people looking to live a blissful life in their sunset years.
Platinum Financial Partners was founded to serve people who are about to retire and guide them through their retirement years. It specializes in working with Florida Retirement System (FRS) participants. Since the FRS offers different benefits, the firm works closely with their clients to guide them in making the right choices and to prevent them from making any costly mistakes.
Proffering safe money solutions is the main goal of the group. This is why it has a Family Index Stress Test to help clients understand their risk tolerance and what their savings are exposed to. In addition, Platinum Financial Partners does not treat its clients with a one-size-fit-all solution as its planning process is crafted to meet the unique needs of everyone. It takes the following four steps to create a customized guide and review:
– Retirement Income Planning
– Investment & Risk Management
– Forward Tax Planning
– Legacy Planning
Platinum Financial Partners is spearheaded by Will Swaine and David Leidel who both have a combined experience of four decades in the financial sector, helping people with their finances. With these professional advisors at the wheel, clients can expect unrivaled professional service and personalized strategies that are guaranteed to meet both their short-term and long-term needs.
To learn more, please visit the company’s website.