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  • Platinum Family Wealth
    103 S. Diamond St. Mansfield, OH 44902 T: 419.775.4197 F: 419.775.4195
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Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Never stop earning
How your retirement savings can continue working for you.
Retirement & Longevity
Read
Read
Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Financial resolutions for 2024
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
Read
IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021 or 2022 will not face withdrawal penalties until 2024.

Retirement & Longevity
Read
Turn IRA assets into charitable contributions
New legislation may affect your philanthropic strategy.
Estate & Giving
Read
Should you convert your traditional IRA to a Roth?
Some scenarios point to Yes, others say No.
Retirement & Longevity
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
5 considerations for your Social Security strategy
Optimizing your Social Security benefits is an important step in preparing for retirement.
Retirement & Longevity
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The future at your fingertips

Platinum Family Wealth logoPlatinum Family Wealth logo
  • Platinum Family Wealth: 103 S. Diamond St. Mansfield, OH 44902
  • T: 419.775.4197
  • F: 419.775.4195
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Platinum Family Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

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