Executive Plan Design

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Address: 8355 Church St, Gilroy, CA 95020, USA

Phone: (408) 767-2572

Website

State: California

Zip Code: 95020

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Reviews

Bob and Brian have made my experience with life insurance and planning for my future much more enjoyable than I had ever thought possible in this field and with prior experience. They are very informative and do not try to push any products on you that are not necessary for your path and future. I highly recommend using Executive Plan Design in getting the right information for your future.

 9 years ago (24-01-2017)

When my husband retired ten years ago our CPA suggested we contact Executive Plan Design regarding our retirement goals.  Upon doing so we found Bob to be incredibly knowledgeable and helpful in researching and implementing the best financial plans to fit our needs.  Over the years, now working with both Bob and Brian drawing upon their expertise, we continue to update our financial plans to maximize our future income.  We highly recommend Executive Plan Design for all of your financial goals.

 9 years ago (25-01-2017)

My experience at Executive Plan Design was first class. Bob & Brian went above and beyond to help me set up my retirement plan in addition to other advice. I recommend these services for anyone! A big plus for me, was not only do they have the knowledge, they listen to my concerns and questions.

 9 years ago (17-01-2017)

I never gave life insurance much thought until a few years ago. I purchased a life insurance policy that I knew little about. When I met Bob and Brian I had my policy for about 3-4 years. After a review of my policy, I learned that my current policy had higher expenses and less protection than other policies available. With their extensive knowledge and expertise, Bob and Brian, were able to find several policy options that fit my budget and included living benefits that were not available through my original policy. I'm incredibly grateful!

 9 years ago (24-01-2017)

If I have accomplished anything in life , it is because I have been willing to work hard. Its hard to find honest people with integrity today, but with Bob and Brian my mind is at ease. 

 9 years ago (26-01-2017)

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