Platinum Retirement Solutions and Insurance Services has over 20 years of experience in the financial and retirement planning industry.
Platinum Retirement Solutions and Insurance Services has over 20 years of experience in the financial and retirement planning industry. With the assistance of our dedicated staff we have been able to develop and nurture close relationships with each of our clients, and value tremendously the time we spend with every individual or couple. Each member of the Platinum Retirement Solutions team plays a vital role in providing our current and future clients with the services they need, so please allow us to introduce...
For 24 years, Mark Truttman has worked hard to ensure his clientsʼ peace of mind. He has spent time assisting hundreds of people with their estate and monetary needs, while helping others take simple and effective steps towards achieving the kind of lifestyle and financial security they desire.
Mark has spoken to hundreds of people at Financial Workshops throughout Northern California. He is registered with the Society of Certified Senior Advisorʼs; licensed with the State of California Department of Insurance; a member of the Life Underwriterʼs Training Council and the Better Business Bureau. He stands committed to helping his clients make wise choices according to their personal situation, and believes his clientsʼ peace of mind and financial security are his highest priority.
A personal note:
A Bay Area native, Mark was born and raised in San Jose, California. He currently resides in Livermore with his wife Terri, and has two daughters, Jamie and Bryanne. When he is not at work, Mark enjoys fishing and the occasional hunting trip with close friends and family. He has a passion for the outdoors and is always ready for another adventure.
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.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.