Evergreen Wealth Partners

Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning, college savings, estate planning, and more. The firm has a team of experienced professionals who can help you create a personalized plan that meets your specific needs.

Organize and manage your money to fund your dreams and plans. Understand and be comfortable with how your money works for you. Make confident decisions when things change. We help you organize your finances to plan for your future and your dreams. Our knowledge of and experience with investment strategies and options helps you decide what's right for you. Whether by choice or by circumstance, a "steady paycheck" eventually goes away. Decide on the investments and carry out the plans that help you build an enjoyable life after your career or business ends. Address the difficult questions concerning your future care and health. We serve as the focal point to help you and your family work through the issues and determine the best solutions.

The Platinum Wealth Group will “Medal” in the financial security and well-being of your family and your business. Your financial life is our business, your dreams become our dreams, and your success becomes our success. At Platinum, we aspire and focus each day to prepare you for a future of freedom, prosperity, and peace. Our commitment to continuous learning, harnessing intellectual capital, and executing our custom and dynamic client investment management strategies, allows us to navigate the ever-shifting landscape of markets, the drivers of economies and a complicated investment world that creates such confusion.