Platt Allen- Northwestern Mutual

07/17/2026

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction.
https://www.northwesternmutual.com/life-and-money/what-financial-progress-looks-like/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=financial-progress&agentid=0B6047

07/15/2026

We're excited to share that Andy Platt, CEO of Platt Allen, has been named #11 in Ohio on the Forbes 2026 Financial Security Professionals- Best In State list. This recognition reflects Andy's dedication to helping clients achieve financial security and the trust our clients place in our team every day. Congratulations, Andy!

For anyone interested, you can read the full Forbes article via the link in the comments.

Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. https://www.linkedin.com/company/shookresearch/

07/10/2026

At Platt Allen, we understand that every successful business relies on key individuals—the founder who drives the vision, the rainmaker who builds client relationships, and the operations leader who keeps everything running smoothly. The loss of one of these critical people can create significant financial and operational challenges. If you haven't had a conversation with your financial team about Key Person Insurance and business continuity planning, we're here to help you explore your options and protect what you've built.

07/08/2026

The biggest obstacle to financial success is often taking the first step. We can help you turn uncertainty into a clear, actionable financial plan.

Financial planning isn’t a checklist or point in time. It’s an endeavor that evolves as your life evolves.

07/06/2026

Financial planning isn't just about numbers.
It's about creating opportunities for experiences, adventures, and moments with the people who matter most—so you can enjoy both your future and your journey along the way.

07/04/2026

Fireworks, freedom, and 250 years of history.
🇺🇸 Wishing you a safe and happy 4th of July!

07/02/2026

A full financial cup means more than just filling your wallet. It’s about planning a future you can feel confident about. Our goal at PlattAllen is always to help clients think ahead and feel prepared.

06/30/2026

Teamwork makes the dream work—especially when it comes to feeding our community! Our crew spent a rewarding afternoon volunteering at Miami Valley Meals. From rescued ingredients to hearty, nourishing dishes, this team is doing amazing things for Dayton. Thanks for having us!

06/26/2026

The purpose of financial planning is to help people use their resources to live the best life possible —measured by life outcomes, not just portfolio performance.