Services
At Platinum Solutions, we work to find the perfect solution(s) for your needs.
We focus our work on two areas: Insurance planning and Reinsurance management.
We help our clients protect their businesses and families, create tax-free income,
and leave a legacy that will impact future generations.
Insurance Planning
Our insurance planning involves our partnership with Cornerstone Financial Network. Using our network of professionals from around the country, we can create plans that have been refined and tested for decades.
We create plans for our clients that help them protect their families and businesses today, create tax-free income for tomorrow, and leave a legacy for the next generation.
We have also found a way to help with tax mitigation when selling your business.
We will be the first to tell you that we are not a good fit for everyone. If we decide that, we will always try to find a solution to your needs from another provider.
We want to ensure we care for everyone we can, whether we do the business or not.
Reinsurance Management
Large corporations have used alternative risk transfer strategies for decades to augment commercial P&C policies, reduce insurance costs, mitigate claims, and improve risk management. With the changing dynamics among traditional property and casualty insurance companies, these benefits are even more important to middle-market companies, groups, and associations.
A PORC insurance platform is the premier risk management and risk financing tool. For small to medium-sized business owners, managing and financing risks (as well as protecting assets) have become essential aspects of their overall business strategy.
Before meeting with us, most of our clients had no idea of the benefits or even the existence of this concept. We work with Reinsurance Specialties, a boutique firm that offers an unparalleled level of service and experience unlike anyone else in the industry.
Referral Services
We value relationships.
Most of our clients are business owners who have built their organizations from the ground up. They are busy running their businesses, and we often find that they need help accomplishing specific goals that have been put aside.
Since we have served clients nationwide for decades, we have built relationships with professionals in almost every industry. As a boutique firm, we pride ourselves on being willing to help our clients find whatever they may need.
We are happy to help our clients with everything from introductions to attorneys and CPAs to connections to event planners for special events and about anything else someone can think of. Wade often tells the story of the time he helped a client find a horse because their daughter wanted a pony for her birthday. (Living in Oklahoma made that request a little easier.)
Our clients are our focus, and we will always do what we can to help them succeed, regardless of the request.
Book a Consultation
During our initial fifteen-minute conversation, we want you to discover how our services help our clients
and if those services would be beneficial to you.