Planperfect

Mark Zika 

on Google

a month ago

Sheree, was very knowledgeable and she couldn't even use me as a client for her business. If you want service and knowledge, keeping you and your business out of trouble, I recommend using her. 

Bill S 

on Google

2 months ago

I have been really impressed with PlanPerfect. They are incredibly responsive, always getting back to me quickly with clear answers. Sheree and her team is highly knowledgeable and they have walked me through every step of setting up our corporate retirement plan. I highly recommend them to any business looking for a reliable partner. Working with Sheree has given me a lot of confidence in our planning. 

Pramod Kalarn 

on Google

4 months ago

This week I had a meeting with Sheree of PlanPerfect to discuss my need for a LLC Retirement Plan and although this was my first interaction, I felt at home discussing my needs with her. I really appreciated her frank and honest opinions of my situation and advised me on what was best for me and not her bottom line. There was no sales pitch just to sign me on to her services. Thank you very much Sheree. 

Gene-Fu Liu 

on Google

7 months ago

Sheree was unbelievable. Super knowledgeable and generous with her time. She gave me more advice than she had to, which I think means she is a really good human being. I was blown away. My partner had already investigated another firm and I just wanted to do my due diligence. Sheree walked me through the fees we were charged and concluded they were reasonable, and didn't try to talk me out of the other firm. She then voluntarily gave me advice for how to manage the plan. I was not expecting that. Sheree is also the CEO and I... read more

Chris Mussey 

on Google

8 months ago

Sheree spent time speaking with me to understand my profit-sharing plan needs. She was honest and straightforward and helped guide me on important next steps. I would highly recommend this business.