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fax 805.484.0420
available on/off site by appointment
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FAQ - Frequently Asked Questions

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:
  • Compassionate
  • Conscientious
  • Eco-friendly
  • Socially responsible
  • Reducing our global footprint
  • Pursuing a healthier planet
  • Seeking to improve ESG