Platinum Point Financial
Platinum Point Financial
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    • 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

fee based financial planning

What's Included:

-Cash Flow Analysis

-Debt Management

-Net Worth Report

-Investment Analysis & Management

-Complete Risk Management Review

-Tax Reduction Strategies

-Life Transition Planning

-Retirement Planning

-Estate Planning Strategies


One stop shop - A singular experience that can be powerful and all-encompassing.



Schedule a discovery meeting

Cost is derived from the complexity of the situation.

Investment management

What's Included:

-Risk Tolerance Assessment

-Consolidation of Investments

-Entree to Various Asset Managers

-Periodic Investment Analysis & Management

-Tax-Efficient Investing

-Income Distribution Strategy

For clients who are focused on prudent investment planning.

Schedule a meeting to discuss strategy

Fee structure is derived from the strategy selected.


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, CT, 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, CT, 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



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