HealthPlanZoom.com

What Customers Are Saying

...Tony helped me put together an excellent and cost effective benefits plan for my employees. Before working with Tony, I always looked at my employees health and retirement plan as an expensive liability. Now, we have a smooth running program that my workers really appreciate. Morale and productivity has improved substantially, and I now view our benefits program as an investment tool to attract and retain key people. The ongoing service is terrific... Allan Wiser, CEO Wiser Manufacturing Corp., San Diego, CA


...Our 401(k) plan was under utilized because we never received the educational services and support from our former plan advisor. Tony meets regularly with our plan participants and offers outstanding one-on-one retirement planning services. The participation rate has grown significantly, and our plan sponsor fiduciary responsibilities always meet DOL and IRS compliance standards... Lou Wiggins, CFO, Ready-Made, Inc., San Francisco, CA


...My wife and I were concerned about being on track with our retirement savings and investments. We met Tony through mutual friends and he opened our eyes to the rewards of long range planning. He helped us define our financial goals and create a strategy to get from where we were to where we wanted to be 20 years down the road. We meet at least twice a year with Tony to review our plan and to make sure we're on target for a successful financial future...Alan and Cathy Watson, San Diego, CA