Platinum Point Financial
Platinum Point Financial
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    • Home
    • Approach
    • About Us
    • Services
      • What We Do
      • Who We Serve
    • Schedule a Meeting
  • Home
  • Approach
  • About Us
  • Services
    • What We Do
    • Who We Serve
  • Schedule a Meeting

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.


Check the background of your financial professional on FINRA’s BrokerCheck.
Platinum Point Financial and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.
Charlie Burguieres offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco)(Member SIPC), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as registered representative of Pruco, and an agent of issuing insurance companies. Platinum Point Financial is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity.
Platinum Point Financial is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco.
Tolu Ajiboye is employed by Charlie Burguieres 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: < DC, FL, MD, TN, VA>
Life Insurance: <DC, DE, FL, MD, TN, TX, VA>
Variable Life Insurance: < DC, DE, FL, MD, TN, TX, VA >
Mutual Funds: < DC, FL,, MD, TN, VA >
Fixed Annuities: < DC, DE, FL, MD, TN, TX, VA >
Variable Annuities: < DC, DE, MD, TN, TX, VA >

1079209-00001-00



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