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What you can Expect

Platika Financial Solutions Inc. success has been built on three simple maxims: integrity, professionalism and complete impartiality. We believe in offering high quality service that takes care of our clients over the long term and we never lose sight of the fact that, at all times we must deliver financial strategies to help fulfill the client's requirements.

You Can Expect from Our Professionals 

  • Complete Confidentiality
  • Advice and Guidance
  • Objective Information on Financial Concepts
  • Strategies Based on Your Goals and Objectives
  • Implementation of Agreed Upon Solutions

My typical client requires a professional yet personal service, to help them achieve their financial goals with maximum efficiency and minimum stress. They are people at all stages in life who appreciate the key role that financial planning plays in business and life management.

                >Investment Counseling

                                Portfolio Analysis

                                Asset Allocation

                >Risk Management and Insurance Needs

                >Financial Independence Analysis

                >Retirement Planning

                >Estate Preservation/Long Term Planning

                >Investment Tax Strategies

                >Special Needs Planning

                                Education Planning

                                Debt Reduction/Budget

                                Planning for Unmarried Partners

                                Home Purchase Analysis

                                Qualified Plan/IRA Rollovers