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About Our Firm

Platinum Retirement Solutions is an independent financial advisory firm serving clients throughout the greater San Francisco Bay area. Founded in 1991, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

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.

Our core principles are to help people ensure they:

  • Never outlive their income during retirement and make sure they have enough to live the life they were meant to live, achieving the goals they have, and living an enjoyable fulfilling retirement that is more financially secure.
  • Protect against losing money during retirement and get higher returns with less risk.  It is key to make sure that your income during retirement doesn't take a noses dive due to market ups and downs or another terrorist attack.  We want you to have a secure standard of living.
  • Increase your monthly income with a solid proven income plan and produce a dependable income stream that you can never outlive
  • Protect your lifestyle and finances from a deep recession, runaway inflation, or another Great Depression!
  • Make sure your IRA is not an IOU to the IRS!
  • Eliminate excessive unnecessary taxes and fees that may be preventing you from maximizing your growth and the income you get.
Our promise is to coach, educate, and mentor you in a non-sales environment.  We find our clients want to be empowered and educated -- not pressured and sold. We agree!

We like to do things the old fashioned way which means we gather information, we discover your goals, your wish list, your needs and your vision for retirement.  We sit side by side and match solutions to your profile and give you the advice and information that will help you get from where you are to where you want to be.


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 retirement...today.

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 tomorrows.

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