platinumfinancial-group – platinumfinancial-group

Take the next step toward your ideal retirement

Our first priority is helping you meet your financial needs

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Retirement planning

Retirement planning is the process of creating a financial plan that will support us after our careers are over. This involves making decisions about how much money we will need to have saved up when we should start taking distributions from our retirement accounts and what investments will be best for us.

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Kai-Zen

Kai-Zen is a strategy that helps you maintain your lifestyle with an index life insurance policy that provides death benefit protection and living benefits in the event of a serious illness, premature death or an inability to sufficiently save for retirement. Protecting your earnings is critical to insuring your ability to save for retirement.

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Smart leverage

Achieve Your Retirement Goals Quickly And Effectively

Introducing Kai-zen

Due to limitations, traditional retirement plans are typically insufficient for high-income earners. If you want to maintain your lifestyle in retirement, you need a proactive strategy that puts more money toward protecting your future income without putting a drain on your current finances.

Kai-Zen is uniquely designed to combine the advantage of leverage with the cash accumulation features of life insurance.
Enhancing the potential to supplement your income, while providing more protections for you and your family.

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The Retirement Deception

In The Retirement Deception, Brett Kitchen and Ethan Kap traveled the country to expose the truth about what a successful retirement is. Watch this film to see actual real-world Americans who have retired successfully and see how they did it.

about us

Who We Are

Platinum Financial Group believes that financial planning is the foundation for providing independent and objective advice.

At Platinum Financial Group, we believe in doing what is in the best interest of our clients by holding our firm to a fiduciary standard. We have partnered with Magellan Financial, a registered investment advisor firm. Platinum Financial Group and Magellan Financial are not affiliated firms. Platinum Financial Group is focused on bringing our business and individual clients, tax, and investment strategies that have notable impacts. We are a boutique financial firm that has no ties to any proprietary life insurance or annuity company product offerings. Being independent allows us to provide complete objectivity and transparency for our individual and business clients. We pride ourselves on making real and meaningful changes in people’s lives and we look forward to making a difference in your life

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