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Lou Wright
Owner and Founder of Platinum Planning LLC
Michigan Financial Services Professional

Our firm has been helping families reach their financial goals for more than 18 years. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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:
  1. Gathering and analyzing your family situation to develop a clear picture of your specific needs, goals and funding capabilities regarding retirement as well as college planning.
  2. Whether we are developing a customized retirement or college planning and funding plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
    Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives to help you execute a sound retirement plan and, if needed, a college planning and funding program.
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Testimonials

"Dear Mr. Wright & Trish,
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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."
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"I didn't like financial planners until I met Lou.   He puts the client's interest first."
Jack S. - Tool & Die Shop Owner
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"Career Cruising... helped turn my vague ideas, likes, and dislikes into something I could pursue." - Claire G. - HS Senior

We are a proud member of the Safe Money Places Agent Network

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.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

Everyone’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. ​