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CHOOSING YOUR MOST IMPORTANT FINANCIAL PARTNER How can you be sure that you’re working with an independent, unbiased financial professional who is committed to developing your financial strategy? Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, variable life insurance, stocks and bonds and fee-based investment advisory services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart. Your Platinum Wealth Partners Advisor brings the power of independence to you.
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How Long Will It Take to Pay my Balance? How much Disability Income Insurance do you need? Estimate short-term and long-term federal capital gains taxes Use this calculator to estimate how much income and savings you may need in retirement. |
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100 North Tampa St Suite 1600 Phone: 813-579-1660 |
100 North Tampa Street, Suite 1600,Tampa,FL33602
Tel: 813.579.1660Toll Free: 800.595.1039 Fax: 813.221.1606
Advisory Services offered through Platinum Wealth Partners Inc., a Registered Investment Advisor.
Securities offered through LaSalle St. Securities, LLC, a Registered Broker Dealer
940 N Industrial Drive, Elmhurst, IL 60126-1131 Member FINRA/SIPC
Platinum Wealth Partners, Inc., is not affiliated with LaSalle St. Securities, LLC.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced CA, CO, CT, FL, GA, IL, MA, MI, MD, MN, NC, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.