Planperfect

Jessica Peel 

on Google

6 months ago

I recently had my bathroom remodeled by Plan Perfect, and I couldn't be happier with the results. From start to finish, the team was professional, reliable, and attentive to detail. They helped me design the space, offered great suggestions, and completed the project on time. The craftsmanship is top-notch, and they kept everything clean and organized throughout the process. My new bathroom looks modern and fresh, and I would definitely recommend Plan Perfect for any remodeling project. 

Jenny M 

on Google

a year ago

I was advised to seek help from a TPA, and I found PlanPerfect. Out of 10+ companies I researched, this one went above and beyond my expectations. I called the office and Leslie helped me set up a phone call with the CEO Sheree. She spent well over the scheduled call time with me while she advised me exactly what next steps I needed to take. Sheree is extremely knowledgeable about 401K’s and IRS documentation (even more so than the company I started with). I recommend her to anyone wanting help with their retirement portfoli... read more

Anonymous 

on Google

a year ago

I was advised to seek help from a TPA, and I found PlanPerfect. Out of 10+ companies I researched, this one went above and beyond my expectations. I called the office and Leslie helped me set up a phone call with the CEO Sheree. She spent well over the scheduled call time with me while she advised me exactly what next steps I needed to take. Sheree is extremely knowledgeable about 401K’s and IRS documentation (even more so than the company I started with). I recommend her to anyone wanting help with their retirement portfoli... read more

Molly Paver 

on Google

2 years ago

Sheree and PlanPerfect completely exceeded my expectations. I was given incredibly thoughtful and sound advice, even when it was known that our business needs might not align with their services. I would wholeheartedly recommend reaching out to their team if your business is looking for a trustworthy and experienced partner in this space. 

Philip Wilde 

on Google

2 years ago

Was very easy to get in touch and setup a meeting. I met with Sheree and had several complex 401k questions. She was extremely knowledgeable, patient, and a pleasure to talk to. She answered all my questions honestly and gave great feedback. Highly recommend!