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Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Platinum Wealth Management Group, Inc. is a collection of financial and insurance professionals dedicated to helping families reach their goals. Our objective is to serve our clients with a variety of products and services that fit the unique needs of each family. We believe that wealth management services are not just for the wealthy. Every family deserves the best services available and every family deserves a greater peace of mind that comes with it.We have years of industry experience and have helped over a thousand families understand, plan and implement a financial and insurance portfolio. Our professional team will work together to help you design a strategy that addresses not only the financial issues, but tax and estate planning issues as well. At Platinum Wealth Management Group, Inc., we can offer you a unique perspective into what we call the “Platinum Standard”.
Michigan no-fault reform took effect for policies new and renewing after July 1st, 2020. This presentation will discuss how the new Michigan legislation sheds light on asset protection. We’ll discuss:
Delivered by our Ben Rathbun, MBA. of Rathbun Insurance
401(k), 403(b), and 457 Plans
Financial Planning Services
Estate Plan Funding Review
Long Term Care Insurance
Tax Reduction Strategies
Platinum Wealth Management Group, Inc. was founded with you, the Michigan family in mind. While many financial and insurance firms serve the nation as a whole, they struggle to understand and address the unique problems facing our local economy.
Quotes by TradingView