office 805.484.1011
fax 805.484.0420
available on/off site by appointment
plato@osaicwealth.com
on
LinkedIn
Q: Call Plato when
A: Individuals or business owners have questions requiring planning or transitions
To understand their goals, needs, and entire financial situation
Needs clear, practical answers on corporate benefits including 401k, Roth 401k, Profit Sharing, Cash-Balance, Defined Contribution, Defined Benefit Plans
Needs prudent, suitable personal retirement choices including many IRA solutions and Roth IRAs
Needs tax-favorable access to investments
Seeks sensible tax solutions
Correctly address taxes from inherited accounts
Wants to prudently navigate volatile markets
Seeks answers for their retirement needs
Going through job or career transitions
Intends to buy a home
Wants to finance education
Is going through business and life event changes
Expects, or is dealing with an inheritance
Is dealing with a separation, or a loss
Wants to emerge and rise from a difficult financial situation
Needs to address special needs
Seeks to clarify asset growth, protection and distribution
Needs solutions for estate challenges
Wants to clarify their legacy planning
Q: Who are the clients you serve?
A: For open dialogue, clear answers and tailored solutions
Plato is particularly sought by people seeking open dialogue and clear answers for practical, tailored solutions.
Plato's clients include entrepreneurs, business owners, families, single parents, aspiring savers, people with disabilities, retirees and people seeking guidance to meet life's challenging demands.
Most of Plato's clients, over 60%, are women.
His clients range from youth to 89+ years old, and the average client age is 58.
Supporting actively responsible organizations: