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Platinum Wealth Solutions, LLC
       
 
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Platinum Wealth Solutions, LLC
 
 
Mission statement: 

The mission of Platinum Wealth Solutions, LLC is to impact the lives, lifestyle and legacies of its clients and associates. This full service financial organization delivers the products, marketing, business development resources, and personal service that allow financial representatives to build successful practices through long-lasting, trusted client relationships. The firm offers three options for affiliation based on level of independence and support desired. Resources and practice management are customized for financial representatives based on affiliation and business vision. With an intense focus on providing value and believing that “a rising tide raises all ships,” the experienced team at Platinum Wealth Solutions, LLC brings a passion for serving clients and associates to everything they do, with the highest ethical standards, energy, and supportive work environment.
Profile: 

Resources

   Open product platform with a comprehensive range of high quality protection, investment, and advisory products from leading carriers including John Hancock.

   Access to a top-tier broker dealer, Signator Investors, Inc., providing a robust operational platform to facilitate your business.

   Firm level specialists in areas of estate planning, business strategies, marketing, advances sales, group insurance, long-term care insurance, 401(k) planning, investments, and compliance.

   A seasoned in-house insurance brokerage specialist to support independent brokers with product access, case design and operational support.

   A sophisticated estate and business planning group provided by the John Hancock Advanced Markets Group, consisting of experienced attorneys, accountants, actuaries, and case design specialists. This service is available to financial representatives working with current and prospective clients.

   Services for top performers including an experienced transition team, access to firm-based marketing-initiatives, advanced sales consultants, underwriting support, and study groups.

   Build4Sucess, an equity and succession platform providing support for the purchase or sale of your business. This platform includes valuation models, financing support, tax allocation strategies, and transition planning.

Practice Management

   Marketing Director consults with representatives to develop personalized business development plans including execution in chosen markets.

   Access to firm level special events and resources to cultivate long-term relationships with CPAs, attorneys, banks, credit unions, and property/casualty firms as trusted alliances.

   Active outreach program to match clients with active associates.

   Training platform including proprietary client centered selling system as well as third party target market training.

   Successful joint work and mentoring opportunities.
Overview: 

Our associates meet the highest professional and ethical standards and are dedicated to helping clients attain their financial objectives of capital accumulation and estate preservation. We are committed to a comprehensive financial analysis process that allows us to thoroughly understand a client’s goals and financial situation. We are committed to providing the same guidance to our clients as we would expect to receive.

We build strong relationships based on high integrity and mutual respect.

Our product is a complete financial analysis.

We focus on what is best for our clients.

Our associates have future based attitudes.

We always deliver what we promise.

We finish what we start.

Every client receives an annual review.

Partnering is in the best interest of our clients and our firm.

We maintain a high performance, no excuse culture.
Our Services
Helping You Find The Right Financial Solutions For Today. And Tomorrow.

When it comes to planning for your financial future, life can be full of unexpected twists and turns. Wherever your road takes you, we can help you create the roadmap for your financial future.
We begin with a financial review. Our representatives offer financial products and services to develop financial strategies for the accumulation and protection of wealth for you, your family, and your business.

Helping You Move Confidently Toward Your Financial Goals.

It is our mission to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that can help you achieve your dreams. From retirement planning and business succession to providing for your family’s future, we will find a way to move you closer to your financial goals. Michigan Financial Companies, a member of the John Hancock Financial Network, has been helping business owners realize their financial goals for over 30 years. John Hancock Financial Network is a nationally recognized financial services organization with offices across the U.S.

Resources Dedicated To Achieving Your Individual Objectives:

We offer solutions that help you make the most of your income earning capacity and make that income work for you, including:


   Financial Needs Analysis
   Pension or Qualified Plan Distributions
   Funding Your Children’s Education
   Disability Income Insurance
   Mutual Fund Investments
   Retirement Income Strategies
   Estate Preservation
   Retirement Plans
   Tax Deferred Annuities
   IRA Investments
   401(k) Plans
   Life Insurance
   Long-Term Care Insurance



 
 
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