Our Story
About Us
Planning that protects, guidance that grows.
Our mission
Platinum Pine exists to make quality financial planning accessible, understandable, and useful for everyday families. We focus on real budgets and real timelines—pairing short-term stability (cash flow, protection, near-term goals) with long-term progress (college funding, retirement income, legacy)—and we teach as we go so you feel informed, not sold.
Who we help
From newborns to age 85, we meet you where you are: starting a college fund, protecting a paycheck, catching up in peak earning years, or turning savings into dependable income. If it touches your life and your money, we help you plan it—plain English, no pressure.
Where we’re rooted
We’re proudly rooted in northern Michigan and have branched out to serve clients across Indiana and Florida. Virtual-first makes it easy to work together wherever you are, with options tailored to your state and situation.