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The Platinum Financial Group


Certified Public Accountants, are people who are dedicated financial professionals of the United States of America and who have spent a good deal of their academic career studying and passing the stringent Uniform Certified Public Accountant Examination. These professionals have, strived to meet and have met additional state education and experience requirements for their license to operate as a CPA. CPAs are the only professionally licensed people to provide the public, attestation which includes auditing and opinions on financial statements. While CPAs are known by the general public in part for their tax expertise and for maintaining the accounts books of small organizations, they are uniquely educated for the attestation function discussed above.

The Platinum Financial Group, associates assist clients in establishing financial, retirement and estate planning strategies. By applying suitable designs, keeping abreast of changes in tax laws and selecting quality insurance and investment products, they help you protect your families and businesses, reduce your tax liability and pursue your investment and asset accumulation goals and objectives. Jointly, they analyze, design and implement programs that address each of your exceptional concerns.
 
They work primarily with closely held business owners, professionals and families, and they provide a full range of investment, trust and insurance services. Their services are among the specialized services their associates offer is like investment services, trust and estate planning strategies, business continuation, retirement plans. Their business and personal planning services include life insurance, disability income insurance, long term care insurance, employee benefits, including custom designed, qualified and non qualified programs. 

Their associates also offer services such as American guaranty & trust, equity services, national retirement plan advisors, life insurance Company of the southwest, Dallas, Texas. The Company objective is to broaden their relationships to add more variety and challenge to their day to day operations while continuing their standards of quality work and responsiveness to the needs of you, their clients.

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