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Welcome to Platinum Benefit Advisors!

Retirement Planning | Social Security | Medicare | Health Reform

We are a boutique Independent Wealth Management firm specializing in the areas of Retirement and Insurance Planning. We take a holistic approach to working for you.


We will examine every aspect of your financial life, not just your investments. Our advisors take the time to understand what matters most and work closely with you to create a comprehensive strategy for achieving your goals.

Whether you’re planning on growing your retirement assets or protecting them for your family, our team of professional financial advisors will get to know you, your family, and your priorities so that together we can determine which wealth planning strategies are right for you.

Your financial blueprint will cover a wide range of topics concerning the management of your wealth including income planning, diversification, social security, estate planning and insurance needs.

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Fee-Based Investment Advisory Services 

We are a Fee-Based investment advisory firm, which holds us to a fiduciary standard. This means we do not charge commissions to our clients for investments. Instead, we charge a fee for investment advice.  This avoids conflicts of interest. This also aligns your interests with ours and ensures that you receive objective advice.


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Investment Custodians:

 

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  Health Insurance Carriers:


     

    
    


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Our Staff:


Elizabeth Simon         Brian Platte     Gretchen Southwell



 

   
       

Offers:



Click here to request a FREE
retirement and income plan analysis.
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Monitor your portfolio.
Protect your investments
for FREE with Wealthguard.
Click here to learn how

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FREE Book Offer
click here to learn how

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Confused about when to
start Social Security?
Click here for a FREE
Social Security Analysis
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Contact us to schedule a 
Medicare 101 meeting.


 

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Platinum Benefit Advisors, Inc. and RWA are not affiliated.  Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.  Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.  Please note that Platinum Benefit Advisors, Inc.and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products.  They do not refer, in any way to securities or investment advisory products.  Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Retirement Wealth Advisors.