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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What kind of financial planning does Pleatex Group handle?
We work with individuals and business owners in the Doral area to review their financial situation, set realistic goals, and build a plan to get there. Our advisors help with everything from cash flow management to retirement strategy and investment guidance.
Do you work with clients outside of South Florida?
While we're based in Doral, we can serve clients across Florida and beyond depending on the nature of your needs. Reach out through our site and let us know your location—we'll let you know right away if we're a fit for what you're looking for.
How long does it take to get my first appointment?
We typically schedule initial consultations within a few business days. Contact us through this site with your availability, and our team will confirm a time that works during our normal business hours.
What should I bring when I meet with an advisor?
Come ready to talk about your current situation—whether that's your income, existing investments, business structure, or major financial decisions coming up. You don't need anything formal; we'll guide the conversation and let you know if we need specific documents later.
How does pricing work at Pleatex Group?
Our fee structure depends on the scope of work and your specific situation. We'll discuss costs clearly before you commit to anything, so you know exactly what to expect from the start.
Can you help with business finances, or just personal planning?
We work with both business owners and individuals—many of our clients need guidance on both sides. If you're running a company in South Florida, we can help with business strategy, tax planning, and how your business finances tie into your personal wealth.