Platinum Group Financial is an independently owned and operated financial services company offering individuals and small businesses a wide range of financial products and services, including retirement and investment services.
We attend to your individual needs, provide you with safe, secure, investment opportunities, and make information easy-to-follow, rather than in technical lingo.
We specialize in the following:
- IRAs and Roth IRAs
- Annuities
- Rollovers: 401k * 457 * 403b *CalPERS * CalSTRS
- Life Insurance
- Living Trusts
- Health Care
- Asset Protection
- Cancer Insurance
- Long Term Care Insurance
- Estate Planning