About Plan2Retire
Reviews for Plan2Retire
Write a reviewHours
Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Plan2Retire is a financial planning business that emphasizes the importance of a comprehensive plan tailored to individual financial objectives and circumstances. The team, led by Jeff and Kristi, focuses on providing clear recommendations and expert analysis to help clients make informed decisions. Their consultative approach addresses common barriers to financial planning, such as lack of understanding and fear of making poor choices. Clients appreciate the friendly and courteous service, with prompt follow-ups and immediate responses to inquiries. Jeff is noted for his honest and professional demeanor, ensuring that he understands clients' priorities and goals. Plan2Retire is recognized for its customer-centric attitude, making it easy for clients to set up appointments and receive timely assistance. Overall, the business is highly recommended for its dedication to helping clients manage their retirement savings and insurance needs effectively.
I have been doing business with Jeff Bowers and the Plan2Retire team for many years. You would be hard pressed to find a friendlier, and more responsive company. These folks genuinely care about their customers!
Jeff has always provided prudent advise for my retirement savings and excellent insurance coverage at great rates. His team ensures prompt follow up on all requests and is always friendly and courteous. Highly recommend Jeff and Bowers Insurance.
Jeff has been our financial advisor for years. He is honest, professional and knows our priorities and goals. We have had great results and would recommend him to anyone seeking a trusted advisor.