Plan2Retire

"About 3 years ago I was looking for a financial advisor that would guide and offer financial advice to my wife and I as we began to plan for retirement. I met with two financial advisors that didn’t seem all that interested, in fact I felt like I was just a number to them. I then met with Jeff Bowers who personally met with both my wife and I so he could understand our current and future financial goals. Jeff took the time to answer our all financial questions and concerns we had and how to prepare for retirement. Since our first meeting, either Jeff or someone from his office reaches out to us occasionally to see if we have any questions or if we would like to meet with him. Jeff and his staff are cordial and friendly. I would encourage anyone looking for financial guidance to meet with Jeff."

"Jeff and the Plan2Retire team are great accountability coaches! They take time to understand your short and long term goals and establish the best strategy to hit both incremental targets and the long term milestones. I would recommend Jeff’s financial planning service and resources to others."

"I would recommend Jeff to anyone who is planning retirement or is retired and looking for someone to help you manage your finances. I went to Jeff when I first started thinking about retirement and he was extremely helpful identifying what my planning priorities should be. Now that I am retired I am very pleased and confident with Jeff’s management of my retirement investments. Jeff is very personable and professional. Always available whenever he is needed."

"Have nothing but good things to say about Jeff Bowers and this company. They have carefully planned and grown our retirement funds and incorporate a web page so the client can track everything. In addition we meet with Jeff personally twice a year to check on things. Jeff or someone in the office is always available to talk directly with if we ever have any question or concern. We are very satisfied with the services provided and highly recommend Plan2Retire!"

"I really like that Jeff is focused on my needs for my situation. He listens to what I think I want and then helps me to see what I really want and need. He helps me to navigate towards the goals we have set up for my short and long term plans. He is very knowledgeable and very easy to work with. He has assembled great staff members to help him to help me achieve my goals. You want to get a road map to achieve your retirement goals, then Jeff and Plan2Retire is the place to go."