Our lives take place in a complex world with a bewildering array of choices. The way we manage our money affects all aspects of our lives, from day-to-day decisions to long-term goals and everything in between. My aim is simple: to leave you content and living the lifestyle you want.
Platika Financial Solutions Inc. professionals provide personal financial planning as well as business financial planning. Each financial plan is created based on the individual needs and objectives of our clients. Our customized financial plans are a way for our clients to better understand the impact of their financial options, so they can make better and more informed decisions regarding their financial future.
Tax law revisions, inflation rate changes, interest rate fluctuations and changes in investment mediums, combined with changes in your personal situation, require that financial and investment tax strategies be an on going process. Our clients meet with us at a minimum, once a year. We develop long-term, solid relationships that are based on integrity, professionalism, complete impartiality and high quality service.
We encourage you to explore our site and learn more about our services. Should you have any general questions or would like more information, please e-mail us at Platika@platikafinancial.com or call us at 503-682-8401.
We look forward to hearing from you.