We are a financial and insurance services firm based out of Plymouth, MI. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning. Louis Wright, owner and founder of Platinum Planning LLC shares his knowledge and years of experience with each of his clients.
Through financial education, he helps people make excellent financial decisions. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal retirement and college planning and funding needs. Most important, we hope you see the value of working with skilled professionals to pursue your retirement and college planning and funding goals.
Through financial education, he helps people make excellent financial decisions. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal retirement and college planning and funding needs. Most important, we hope you see the value of working with skilled professionals to pursue your retirement and college planning and funding goals.
Services
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.
Here's a fact that may surprise (and possibly scare) you: Social Security commonly replaces up to 57% of a lower wage-earner's income. However, it may only replace 27% or less of a higher earner's income. We do not warrant anything on this website, although we hope everything is accurate. We do not provide legal or tax advice.
Fixed annuities provide a guaranteed minimum interest rate and are considered savings instruments. Insurance companies issue all fixed annuities. They are not government or bank obligations, so naturally they are not FDIC insured. However, fixed annuities have an extraordinary record of safety and offer other benefits.
The most common question we hear about Social Security is, "I know I can't outlive my Social Security benefit, but will Social Security provide me with enough income when I stop working?" Here's a fact that may surprise (and possibly scare) you: Social Security may replace up to 57% of lower income workers' income; however, it may replace only 27% for higher income workers - less than one-third of their income!
The best type of life insurance is the type that is still in place when the insured passes away. These policies are a great way to financially protect your family and transfer wealth to beneficiaries in a tax-efficient manner. While enjoying a longer life expectancy, many more seniors are requiring some form of long-term care during their retirement.
Reviews (2)
Thomas Wiles
Jun 21, 2021
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M. G.
Dec 06, 2020
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Before you consider talking to this firm, please review information regarding Louis Wright & his previous business, available on the FINRA website. Google 'FINRA broker check', and then look for Louis Albert Wright in the database. there are 32 disclosures. I recommend you read the disclosures, and then make a fully informed decision on how to proceed. Based on my experience, I would give negative stars if that was possible.
