Plattner Asset Management
www.PlattnerAssetManagement.com

Fiduciary Money Management for Serious Investors

What We Offer -
Fiduciary Discretionary Money Management
Individual, Joint and Trust Investment Accounts
Traditional IRAs
Roth IRAs
Roth IRA Conversions
SEP IRAs
SIMPLE IRAs
Inherited IRAs
401K Transfers
UGMA/UTMA Accounts
Life Insurance
Disability Insurance
Long Term Care Insurance
Financial Planning
Model Asset Allocation Portfolios
Account Consolidations
Referrals to CPAs and Attorneys
Ongoing Monitoring of Market Risk
Annual Portfolio Rebalancing
Bi-Monthly Newsletter and Video
Face to Face Annual Portfolio Reviews

Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge and Plattner Asset Management are not affiliated.

Plattner Asset Management

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Plattner Asset Management

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