Platinum Financial Associates, Inc.
Financial Services in Naperville, IL
Platinum Financial Associates has provided personalized financial services to individuals and businesses nationwide since 1991. As CPAs and licensed insurance agents, we offer comprehensive services in portfolio management, retirement, financial and college planning, and a variety of insurance strategies, including health, life, long-term care and disability. Our dedication to individualized attention and transparent communication seeks to deliver exceptional financial services that aim to exceed your expectations and help you build your financial strategy. Contact us for a free consultation.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA https://www.finra.org /SIPC https://www.sipc.org.
Highlights & Specialties
- Over two decades of trusted fiduciary financial guidance
- Comprehensive investment and retirement planning solutions
- CPA-led expertise integrating tax and investment strategies
- Personalized strategies tailored to your financial goals
- Dedicated long-term support for individuals and businesses
- Client-first approach ensuring your best interests always
Contact Details
Products & Services
Investment Management
read morePlatinum Financial Associates delivers comprehensive investment management services designed to prioritize your financial well-being. With over twenty years of experience, our team of financial advisors and CPAs creates individualized strategies to help you pursue your unique financial goals. We offer tailored portfolio construction, retirement planning, tax-efficient wealth management, and long-term growth solutions, ensuring a disciplined, client-focused approach. Our commitment to transparency, fiduciary responsibility, and continuous communication guarantees that your investments are managed with both expertise and integrity. Partnering with us means gaining a trusted advisor dedicated to guiding your financial future with confidence and precision.
Financial Planning
read moreAt Platinum Financial Associates, we provide comprehensive financial planning services tailored to the unique circumstances of each client. Our team of advisors collaborates closely with you to create a strategic plan addressing retirement, investments, education, insurance, and estate considerations. We focus on personalized guidance that empowers you to pursue your financial goals with confidence. Our approach prioritizes clarity, integrity, and long-term client relationships.
Retirement Planning
read moreAt Platinum Financial Associates, we specialize in creating comprehensive and personalized retirement strategies designed to help you secure a confident financial future. Our experienced advisors assess your current financial position, desired lifestyle, and long-term goals to craft a tailored plan that bridges any gaps. We provide expert guidance in retirement income planning, savings strategies, investment management, and income distribution. Our commitment as fiduciaries ensures that every recommendation we make aligns with your best interests, helping you build lasting financial stability throughout retirement.
Life Insurance Advisors
read moreAt Platinum Financial Associates, we view life insurance as more than a policyit is a foundation of financial protection for those you love. Our experienced advisors provide personalized guidance to help you choose the right coverage for your circumstances and goals. With a range of options available, we assist you in selecting the policy that best fits your needs and offers lasting peace of mind.
Employee Retirement Planning
read moreAt Platinum Financial Associates, we design and manage comprehensive employee retirement plans that align with your business objectives while supporting your employees long-term financial security. Our services cover every stagefrom plan design and implementation to ongoing administration and employee educationensuring your organization delivers meaningful benefits that attract, engage, and retain top talent.
Group Health & Life Insurance
read moreAt Platinum Financial Associates, we specialize in helping businesses design and implement group health and life insurance plans that support employee well-being and strengthen organizational success. Our team provides expert guidance through plan selection, enrollment, and administration, ensuring comprehensive, cost-effective coverage. We are committed to acting in your best interest while helping you attract and retain top talent.
Employee Disability Insurance
read moreAt Platinum Financial Associates, we provide employee disability insurance solutions that safeguard both your income and business continuity. Our plans are designed to offer financial protection if illness or injury prevents you from working. We assist businesses with plan design, employee education, and ongoing support to ensure comprehensive coverage and long-term financial stability.
Business Wealth Management
read moreAt Platinum Financial Associates, we provide comprehensive business wealth management solutions tailored to your companys financial goals. Our experienced advisors and CPAs work to optimize cash flow, enhance profitability, and develop tax-efficient strategies. We focus on sustainable growth, succession planning, and aligning business objectives with personal financial aspirations to help you secure long-term prosperity.
Reviews Write a Review
Dave Flynn
Jun 05, 2015
I have been working with Platinum Financial Associates for over 10 years. I have been very impressed with their commitment to my financial needs. They listen to our long term goals and work with us to put a plan in place to help us achieve them. The group at Platinum is very professional, dedicated and responsive to our needs. They have extended office hours which makes it easy to meet with them on a regular basis.
Overall, I am very pleased with Platinum and have recommended them to a number of my friends already.
Overall, I am very pleased with Platinum and have recommended them to a number of my friends already.
Richard Jorgensen
May 29, 2015
I have been very pleased with the service and commitment that I've received from Sue, Diane and everyone at Platinum Financial Associates for many years. They are always very helpful answering questions and researching whenever necessary. We highly recommend Platinum Financial Associates.
Key People
Susan S. Lewis
Founder & CPAread moreSusan has a career that spans more than three decades, bringing a large amount of knowledge, a focus on clients, and a history of experience to each engagement. She is committed to creating strong and enduring relationships with her clients, taking the time to understand their individual needs and objectives. She uses this understanding to offer customized guidance and strategies that are tailored to each client, providing personalized advice that addresses their unique goals and requirements.
Diane Williams
Administrative Associateread moreBefore joining Susan S. Lewis, Ltd., Diane began her professional career at Coopers & Lybrand in Chicago. Diane is a Certified Public Accountant and holds securities licenses, including Series 6, 63, and 65, through LPL Financial. She is also licensed to offer health and life insurance. Diane earned her Bachelor of Science degree in Accounting from Illinois State University, located in Normal, IL.