INVESTMENT WORKSHOP
Whether you are an existing client or considering investment opportunities, concerns about financial security are ever-present.
Join us for an insightful session with Dante Owens, an Investment Representative with over 25 years of experience in the financial services industry, and his dedicated team. They will guide you through the process of beginning your investment journey, helping you to secure an enjoyable retirement.
About us…
At Platinum Financial Services, we are dedicated to empowering our clients through comprehensive financial education and personalized consultation services. Our approach is centered on enhancing your financial literacy and equipping you with the knowledge necessary to make informed investment decisions.
Committed to Your Success
We are dedicated to helping you achieve your financial goals, offering a partnership that goes beyond just advice.
Expertise Across Financial Domains
Our team brings a wealth of experience in various financial areas, ensuring you receive comprehensive guidance tailored to your unique needs.
Does Your 401K Match?
Learn the 3 major questions to ask your employer
Advantages of IRAs
Do you have a Roth or a Traditional IRA? Which one is the best for you?
SEPs for the Self-Employed
You must fund your own retirement. Have you started yet?
Learn how.
Doesn't matter if its $25 or $250,000
You can get started & invest
Our Team
Meet Our Members!
At Platinum Financial Services, our team is the backbone of our success. Comprising seasoned professionals with diverse expertise in the financial industry, we are united by a common goal: to empower you on your financial journey. With backgrounds spanning investment strategy, risk management, retirement planning, and ethical investing, each team member brings a unique perspective to the table.
Dante Owens
20 Years Investment Experience
Tracy Lanier
3 Years Investment Experience
Davion Wallace
7 Years Investment Experience
Sheila Calhoun
15 Years Investment Experience
Jertoria Wynn
Paula Day
21 Years Investment Experience
NOW IS THE TIME
Now is the time to learn about
The Basics of Investing
3 Accounts everyone should have
The Magic of compounding interest
The Rule of 72
Your FIN Number
Dollar Cost Averaging
Systematic Investing
The 3 Legged Stool Concept
Bypassing The Middle Man
Get In Touch
