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Financial Services

At Platt Insurance, we look at the big picture and care about your entire financial future.

We’re proud to partner with Illumination Financial to offer Financial Services to our clients.

From Wealth Management and Retirement Planning to Long-Term Care and Employment Benefits, we seek to find the healthy balance between dreams and economic realities to achieve your unique version of financial freedom. For more information, visit

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

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