Platinum Financial LLC is a financial planning firm based in Lafayette, Louisiana, focused on helping clients prepare for retirement and make informed financial decisions. Its services include income planning, investment management, retirement planning, and tax planning. The firm’s approach begins by identifying a potential retirement income shortfall, testing different strategies, and implementing a plan suited to the client’s circumstances and goals. Platinum Financial also offers a free Social Security and retirement income review, along with an online questionnaire through which prospective clients can request a personalized video analysis.

The firm emphasizes collaborative planning, client education, and guidance tailored to individual lifestyles, with the aim of helping people build retirement income while managing investment risks. It serves both hands-on investors and those who prefer professional guidance. Platinum Financial states that fee-based financial planning and investment advisory services are offered by Sound Income Strategies, LLC, an SEC-registered investment advisory firm. Platinum Financial LLC is a franchisee of Retirement Income Source, LLC.