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Our Firm

Founded in 1999, Platinum Planning is a full-service Registered Investment Adviser based in Sarasota, FL, which is committed to helping people achieve their financial goals. We manage a wide range of financial products and services for individuals and business owners. Platinum Planning  believes you will be better able to identify your goals and make educated decisions to reach them by our providing sound management and financial advice.

We also maintain strategic alliances with a variety of financial services companies and professionals, such as CPA's, Trust Administrators, Estate Planning Attornies, and Insurance Agents; to help accomodate your total portfolio objective.