Platform Platinum+

Get the expert guidance to to get more, keep more and have more with a plan you understand and have 100% confidence in.
Starting at $1,500/year

LEAPI Modules, Coach & Pros

What’s included:

  • Everything in Platform PLATINUM
  • Fee-based CFP planning
  • Retirement Solved meeting process with a retirement advisor
  • Implementation of retirement optimized strategies
  • Access to discounted retirement services