Services

We utilize a variety of resources and products to create a strategy that works to help you achieve your goals. Whether this be wealth accumulation, wealth transfer, retirement income or business succession.

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Succession Planning
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

”Contact

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Platinum Wealth Advisor Group are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, ID, KS, MT, NM, NV, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Platinum Wealth Advisors Group makes no representation as to the completeness or accuracy of information provided at these 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, sites, information, and programs made available through this site.

Platinum Wealth Advisors