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We Help Clients:

Probate avoidance
Protect assets
Increase spendable income
Arrange legal documents
Reduce insurance expenses


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Cheri Maloney

Bio:

Joining our team over 5 years ago, Cheri is the oil on the wheels of Platinum Financial Planning. In charge of accounting, payroll, scheduling and human resources, Ms.Maloney is a vital member of our staff. When you schedule an appointment to meet with one of our professionals, you will most likely speak with Cheri, who will make the process a pleasure. In her spare time, Cheri is an avid runner.

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