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:
"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.
Platinum Planning LLC
249 N. Main Street, Plymouth, MI 48170
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