About Us
- About Us
Experience the Platinum Standard of Care
Platinum Advisory Group was founded with one clear goal in mind: to help retirees and pre-retirees answer the most important questions about their future: “Will my money last?” and “Will my family be okay?”
After years of seeing individuals approach retirement with fragmented accounts and no clear income strategy, we recognized the need for a more focused approach centered on income, protection, and long-term clarity.
Our approach helps clients transition from saving for retirement to living in retirement. Rather than focusing only on accumulation, we help you turn your savings into a dependable income stream designed to last. We specialize in retirement income strategies designed to reduce risk and provide greater predictability for your long-term plans.
We believe that good planning starts with listening. We take the time to understand your priorities, your family, and what retirement looks like for you before recommending any strategy.
Because retirement is not a one-time event, we view planning as an ongoing relationship. As life changes, we help you adjust your plan so it continues to reflect your needs.
Platinum Advisory Group is a DBA of Platinum Retirement and is an insurance agency licensed in Texas and California.
Start building a strategy with retirement planning services in San Antonio designed around your long-term goals.
Schedule Your Retirement Review
Schedule your Retirement Review with the Platinum Advisory Group team in San Antonio to evaluate your current plan and explore ways to strengthen your retirement strategy.
We focus on providing clarity and dependable solutions for your retirement income and protection needs.
We may also help structure your plan in ways that support tax-efficient retirement planning; however, please note that tax or legal advice is not provided, and tax returns are not prepared
OUR PHILOSPHY
Expertise
Approach to Retirement Planning
Our philosophy is simple: retirement planning should be clear, practical, and focused on reliable income. We emphasize:
Protecting what you’ve built
Creating income designed to last
Using insurance-based tools where appropriate
Educating you so you can make confident decisions
Create a plan with retirement income planning San Antonio focused on long-term stability.
Why Clients Choose Us
Clients choose Platinum Advisory Group because we offer:
Retirement‑Focused Planning
Centered on income and protection, ensuring that your needs are met with minimal risk.
Transparent communication
We prioritize clear, honest, and timely updates, so you’re always informed and confident in our partnership.
A structured planning process
We focus on your retirement goals, building a plan that balances income and security for a worry-free future.
Ongoing support and reviews
Offering continuous guidance and regular check-ins to adapt to your evolving financial landscape.
Connect with a retirement planner in San Antonio and take the next step with confidence.
OUR TEAM
Our Team
Our team is dedicated to building long-term relationships through trust, transparency, and consistent communication. We focus on retirement income planning, annuity strategies, and life insurance solutions, helping clients feel confident in their financial future.
V. Scott Moore
Chief Operating Officer
Operations leader focused on efficiency and streamlined processes. Ensures a consistent, high-quality client experience.
Karly Moore
Founder | Independent Agent | Retirement Consultant
Founder and independent agent focused on confident retirement planning. Provides strategies for income, protection, and security.
Speak with our retirement planning team to review your current strategy.
Schedule Your Retirement Review
Schedule your Retirement Review to evaluate your current plan and explore ways to strengthen your retirement strategy. We may also help structure your plan in ways that support tax-efficient retirement planning, in coordination with your tax professional. We do not provide tax advice or prepare tax returns
Book your consultation for retirement planning services in San Antonio and move forward with clarity.