- Life InsuranceOur advisors provide financial planning strategies and advisory services to individuals, families, and small businesses. Seeking to understand your needs and provide you with an independent approach, our financial planning services include comprehensive strategies for investment/retirement planning, estate planning as well as life insurance. Platt Financial helps clients pursue their unique financial goals. Developing a sound financial plan is key to financial freedom and a successful retirement.
- Health Insurance
- Long Term CareBob joined Platt Financial in 2013. He has obtained the Chartered Mutual Fund Counselor (CMFC) designation and Long Term Care Professional (LTCP) designation. He is involved with several local charities and civic groups. During his tenure with Mutual of Omaha, Bob earned numerous honors and awards, and completed all advanced training for Retirement & Estate Planning.
- Business Insurance
- Workers Compensation InsuranceIf your spouse or loved one is still in the workforce, you may be able to receive significant disability benefits that can help with cashflow. These benefits could include group disability benefits through the employer, workers compensation benefits if the illness was as a result of the industry or a job, and social security disability. Some of these benefits may be taxable, but they can certainly help if your loved one was the primary breadwinner in their home.
- Annuities