“Very knowledgeable father and son team offering a wealth of information on how to structure assets in order to minimize the tax burden, fees paid, and risk incurred to maximize overall return.“
“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!“
“Very knowledgeable father and son team offering a wealth of information on how to structure assets in order to minimize the tax burden, fees paid, and risk incurred to maximize overall return.“