About Us

I consider myself fortunate to have found the retirement plan industry. Simply put, it is the perfect place for my passion. I get to meet great people in every conceivable line of business, while helping those people optimize their tax deductions and increase their wealth.

Our extensive knowledge of retirement plans, attention to detail, and day-to-day commitment to you, your business, and its employees, distinguishes us in the industry. Objectivity, transparency, and full disclosure are the cornerstones of our service offering. The result is a retirement benefits program that adds tangible value to your organization, while helping you attract and retain quality employees.

The PlanPerfect Mission:

To offer companies a retirement plan that is wholly guided by the client’s best financial interests, and provides the basis for a sound retirement for the company’s executives and employees.

Please contact us with any questions about your 401k, 403b, Profit Sharing Plan, and Defined Benefit Pension Plan. We are always glad to help.