401(k) | Delivering Value Through Service

At Platinum Financial Group, we are committed to the 401(k) marketplace.  Our primary objective is to provide unparalleled service, communication, and education, as well as the necessary tools and resources needed to help maintain a successful employer sponsored retirement plan.  Platinum Financial Group will accomplish these objectives by providing you with local, personalized attention, as well as comprehensive support and assistance on critical plan issues.

We understand the 401(k) landscape and have built strong relationships with best-in-class service providers who assist us in delivering high quality 401(k) solutions.  This in turn allows us to proactively work with our clients to help make sure that their requirements and those of the plan participants are met in a cost effective manner.

We know that retirement planning is not a static process.  As your plan's needs change over time, we will work with you to incorporate innovative solutions that meet your needs and progressive service offerings that add value.

We believe that the 401(k) retirement plan is one of the best ways for employers to build employee loyalty and retention, and for employees to save towards a comfortable retirement lifestyle.  We see our role as facilitators, helping you select the right plan design for your needs and then providing the ongoing support required to ensure that your plan is as successful as it can be.

If you have any questions at any time, please do not hesitate to contact us at 813-428-7185.


Our Client Value Proposition

  • Educate business owners about the type of 401(k) plans that can meet their corporate interests and the retirement saving needs of their employees.

  • Bring depth of service experience, backed by qualified retirement team, to each client relationship.

  • Work hard to maximize the success of your plan through participant education that encourages active employee participation.

  • Help you navigate your fiduciary responsibilities and reporting requirements so you can make informed decisions.