Platinum Point Financial
Platinum Point Financial
  • Home
  • About
    • Meet The Team
    • Approach
    • Videos & Blog
    • eBook & Guides
  • Services
    • What We Do
    • Who We Serve
  • Client Access
    • eMoney
    • Prudential
  • Schedule a Call
  • More
    • Home
    • About
      • Meet The Team
      • Approach
      • Videos & Blog
      • eBook & Guides
    • Services
      • What We Do
      • Who We Serve
    • Client Access
      • eMoney
      • Prudential
    • Schedule a Call
  • Home
  • About
    • Meet The Team
    • Approach
    • Videos & Blog
    • eBook & Guides
  • Services
    • What We Do
    • Who We Serve
  • Client Access
    • eMoney
    • Prudential
  • Schedule a Call

eBook

Download eBook

Resource guides

PPF Retirement Contribution Planner (pdf)

Download

PPF Student Loan Repayment Worksheet (pdf)

Download

PPF Budget Sheet (xlsx)

Download


Copyright © 2024 Platinum Point Financial, LLC - All Rights Reserved.


Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.


LPL Enterprise Form CRS [link to https://www.lpl.com/lpl-enterprise.html] 

Check the background of your financial professional on FINRA's BrokerCheck. [link "BrokerCheck" to https://brokercheck.finra.org/]  

Charlie Burguieres & David Holloway are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. 

Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential. 

LPLE and LPL Financial are not affiliated with Platinum Point Financial.

Tolu Ajiboye is employed by Charlie Burguieres & David Holloway and not The Prudential Insurance Company of America or its subsidiaries.

 Platinum Point Financial does business in the following states. Licenses and State Registrations:
Securities: < CA, DC, GA, FL, MD, TN, VA>
Life Insurance: <CA, DC, DE, GA, FL, MD, TN, TX, VA>
Variable Life Insurance: < CA, DC, DE, GA, FL, MD, TN, TX, VA >
Mutual Funds: < CA, DC, GA, FL,, MD, TN, VA >
Fixed Annuities: < CA, DC, DE, GA, FL, MD, TN, TX, VA >
Variable Annuities: < CA, DC, DE, GA, MD, TN, TX, VA >

1079209-00001-00



  • Schedule a Call

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept