Retire Confidently

Since 1991, Platinum Retirement Solutions has been working with friends and neighbors throughout the greater Bay area to help meet their financial goals through the use of insurance products.

Platinum Retirement Solutions

Our sole goal is to coach and mentor our clients to develop a retirement pathway that is easy to follow.

Our philosophy is simple, not only do we help people create and grow their wealth, but we help them to protect and preserve their life savings. We then design proven plans to distribute their life savings during life in the most tax-advantageous way. Finally, we plan the distribution of their life savings at death in the most tax-advantageous way.

Please do not put off future planning

Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.

Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for

We want to help. Please contact us by filling out the form below, or by calling us at 408-241-0017.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrow.


Phone: 408-241-0017

Fax: 408-241-0107


1101 S. Winchester Boulevard

Suite A-109

San Jose, CA 95128

Free Retirement Planning Kit

This helpful retirement kit includes three guides that address topics you should consider when planning your retirement.

Mark Truttman - President Daniel Boulware - Investment Advisor Representative
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Securities offered through GF Investment Services, LLC. Member FINRA / SIPC 2080 Ringling Boulevard, Third Floor, Sarasota, Florida, 34237. Phone: 941-441-1902. Securities offered through Concert Wealth Management.