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Our Services

At Platika Financial Solutions, we provide assistance in the following areas:

Investments

  • Bonds
  • 529 Plans
  • 401k
  • 403b
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • College Plans
  • Debt Reduction
  • Budgeting
  • Money Management

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Medicare
  • Fixed Annuities
  • Indexed Annuities