About Us … and You

For as long as I can remember, I’ve been a value shopper. My family was in the furniture business, and any opportunity to buy something wholesale instead of retail was a real deal.

I am very fortunate to have found the retirement plan industry. It turns out to be the perfect place for my passion. I also get to meet great people in every conceivable line of business. (Recently, I spoke with a company that makes cooling systems for cows –no joke.)

Sheree Tallerman,
President, PlanPerfect, Inc.

Our extensive knowledge of retirement plans, attention to detail, expert communication skills, and unflagging commitment to you and your employees distinguishes us in the retirement 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