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Plan for financial independence

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

It is important to feel you have control over your future. At Platinum Wealth Advisory, we offer our experience and knowledge to design a specific plan of action that helps you work towards you financial independence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

If you would like to learn more about Platinum Wealth Advisory or would like to schedule a no-obligation meeting, please contact us today!

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Contact Us

For more information or to schedule an appointment with us, simply contact us today!


Phone: (512) 369-3817
Fax: (512) 597-4210 
Email us at info@platinumwealthadvisory.com
Visit our office at
2806 Flintrock Trace
Suite A203
Austin, TX  78738

Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment Advisory Services offered through Global Financial Private Capital, LLC, and SEC Registered Investment Advisor. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

This report is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance or investment products in the future.