Our goal is to help you build a retirement plan that will provide income your family cannot outlive. We can help you develop a roadmap to reach your goals and make wise decisions to help improve your college planning and funding situation.
The process we follow in completing a total retirement and family strategy consists of:
Testimonials"Dear Mr. Wright & Trish,
This email is just a short Thank you note for making our family feel so comfortable and determined towards my daughter's college goal. Before we met you , me and my husband were like walking blindfolded in the woods, having no idea how and where to start with all sorts of questions popping up in our mind each day about the college and scholarship. We actually slept peacefully having in mind that there is a good advisor for our family in regarding our children's college education. We are very happy and satisfied now and looking forward to work with you. We are having 100% hope that Mr.Wright will always lead us to the Right Path. Thanks once again." ______________________________________________________________________ "I didn't like financial planners until I met Lou. He puts the client's interest first." Jack S. - Tool & Die Shop Owner ______________________________________________________________________ "Career Cruising... helped turn my vague ideas, likes, and dislikes into something I could pursue." - Claire G. - HS Senior What's the Safe Money Places Agent Network?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH. Please visit our educational website www.SafeMoneyPlaces.com for more information. |
ASK US A FINANCIAL QUESTIONEveryone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers.
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contactLou Wright
Platinum Planning LLC 249 N. Main Street, Plymouth, MI 48170 (734) 927-3940 NEED HELP MAKING A FINANCIAL DECISION?
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INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS: We provide links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites. © COPYRIGHT 2020. ALL RIGHTS RESERVED.
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