Printable Financial Education


At Platinum we understand the value of and promote education. We believe that giving you a core knowledge of some investing fundamentals coupled with a clear investment philosophy will enable you to stay calm, focused and disciplined while achieving appropriate market returns in all market cycles.

Additionally, by attending our workshops you will learn your true purpose for money and begin to plot a path to that end goal.

Matson Money 100 Fixed

Income Portfolio

20 Must Answer Questions

Investment Philosophy

Free Market Investing

Investor Awareness Guide

Aggressive Growth


Investor Education AEE

Coaching Series Chart

Journey Toward Investing