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... read full review
March 2022
I was skeptical about getting a financial planner, as I thought I was on the right track. However, working with Jeff has been a great experience. The fees are reasonable, and he is there 24/7 to discuss any concerns or questions that I have had. He, and his staff, are true professionals, and you can't put a price on "peace of mind."
March 2022
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.
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... read full review
I was skeptical about getting a financial planner, as I thought I was on the right track. However, working with Jeff has been a great experience. The fees are reasonable, and he is there 24/7 to discuss any concerns or questions that I have had. He, and his staff, are true professionals, and you can't put a price on "peace of mind."
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.