Executive Plan Design

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.

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.

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.

Brian and Bob were able to find an affordable life insurance policy even though I had several health concerns. They treated me like family and I knew they had my best interest at hand.

BOB PRICE as a financial consultant is a practitioner of the highest integrity and professional knowledge in his field.
Richard V. Bologna, CFE, CPA

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.

I have worked with Bob Price for over 15 years, he has always had great insurance solutions.

Excellent service and knowledge of retirement planning