Can a small business offer the same benefits as a large corporation?

Yes, Darlene Walker noted that as a small business owner, she could not provide high-level retirement and health benefits without Insperity's help. This partnership allowed her to mirror the environment of the Fortune 500 companies she serves.

How does HR outsourcing affect company culture?

Darlene Walker found that Insperity helped her develop the professional culture she desired. By providing the support of an HR staff to develop policies and procedures, Insperity enabled her to hire and retain high-level professionals.

Is the customer service at Insperity personalized for small businesses?

Darlene Walker emphasizes that continuity is vital; she values that when she calls for help, the person on the other end of the phone knows who her company is, despite Insperity being a large organization.

How do I find a trustworthy financial advisor in the Detroit area?

Dale Waltman found a trustworthy advisor by seeking a referral from his accountant, who recommended Dan Casey of Panic Proof Retirement without hesitation. After attending a seminar and a one-on-one meeting, Dale felt he was in 'good hands' due to Dan's approachable and knowledgeable nature.

Will a financial advisor take the time to answer all my retirement questions?

According to Dale Waltman, Dan Casey is highly accessible and does not rush his clients; one scheduled half-hour meeting ran over an hour because Dan was genuinely interested in the planning process. Dale encourages new clients to bring a list of questions, as Dan takes the time to address every concern.

How can I understand complex topics like Social Security and Medicare?

Dale Waltman recommends the book authored by Dan Casey, which breaks down Social Security and Medicare into easy-to-read, informative sections. He found this resource extremely helpful for becoming acclimated to that phase of life and knowing what to expect.

What do people say about retirement planning help?

69 people recorded interviews about retirement planning across 20 organisations. 13 of them mentioned more confidence in the decision in their own words. The most common timeframe people described was over a year. Every figure below is a count of what people said in their recorded interview — not a clinical trial or a survey.

Retirees and near-retirees describing the plan, the fees and the peace of mind.

What people said changed

Counts of interviews where the person described this in their own words.

Confidence13 of 69 mentioned it
“And then our conversations with Dan, uh, being able to, you know, gain some confidence in who he is and what he does.”Michael A Mark
Better systems9 of 69 mentioned it
“We were getting close to retirement at that time and didn't wanna take big risks, and Dan helped us through that process.”Michael Kennedy
Revenue growth7 of 69 mentioned it
“We have the income with the both of us living really well, but then if something happens to one of us, it's like, "Hmm, how is that gonna look?" Then I saw the commercial, Panic Proof Retirement, and it was like, "Thi…”Terry & Wendy Williams
Felt supported6 of 69 mentioned it
“I wanted that very professional culture and to be able to hire the best people, high-level professionals, and to be able to retain them, and of course, being able to have the support of the HR staff at Insperity when…”Darlene Walker
More clients5 of 69 mentioned it
“We've been a very happy Insperity customer for more than thirty-five years.”Darlene Walker
Mobility5 of 69 mentioned it
“Maybe somebody wants somebody more conservative, but Dan seems to walk that tightrope to assure you that he'll diversify your investment.”Mark Shama
Family & relationships4 of 69 mentioned it
“My wife and I were there, and he showed us both what was going on and what we needed to do and how he could help us build it better.”Donald & Marilyn Cherry
Team & hiring3 of 69 mentioned it
“I wanted that very professional culture and to be able to hire the best people, high-level professionals, and to be able to retain them, and of course, being able to have the support of the HR staff at Insperity when…”Darlene Walker

See the full data tables for Retirement planning →Read the research write-up →

How long it took

2 – 6 months · 1
Over a year · 3

Stories in this topic

Showing 12 of 69 interviews.

What people were sceptical about first

“He-- and when I asked him r- regarding a referral, without hesitation, he recommended Dan Casey of Panic Proof Retirement.”DALE J WALTMAN
“I live in Ottawa, Ontario, Canada, and I was retired before I joined the team of Infinitalo five years ago.”Esmerelda
“April Kerlew noted that while she initially worried about the cost, learning that probate could exceed $10,000 made hiring the firm a 'no-brainer.' She found the firm's fees to be substantially less than the projected cost of probate her children would have f…”April Kerlew

Frequently asked

Can a small business offer the same benefits as a large corporation?: Yes, Darlene Walker noted that as a small business owner, she could not provide high-level retirement and health benefits without Insperity's help. This partnership allowed her to mirror the environment of the Fortune 500 companies she serves. — Darlene Walker
How does HR outsourcing affect company culture?: Darlene Walker found that Insperity helped her develop the professional culture she desired. By providing the support of an HR staff to develop policies and procedures, Insperity enabled her to hire and retain high-level professionals. — Darlene Walker
Is the customer service at Insperity personalized for small businesses?: Darlene Walker emphasizes that continuity is vital; she values that when she calls for help, the person on the other end of the phone knows who her company is, despite Insperity being a large organization. — Darlene Walker
How do I find a trustworthy financial advisor in the Detroit area?: Dale Waltman found a trustworthy advisor by seeking a referral from his accountant, who recommended Dan Casey of Panic Proof Retirement without hesitation. After attending a seminar and a one-on-one meeting, Dale felt he was in 'good hands' due to Dan's approachable and knowledgeable nature. — DALE J WALTMAN
Will a financial advisor take the time to answer all my retirement questions?: According to Dale Waltman, Dan Casey is highly accessible and does not rush his clients; one scheduled half-hour meeting ran over an hour because Dan was genuinely interested in the planning process. Dale encourages new clients to bring a list of questions, as Dan takes the time to address every concern. — DALE J WALTMAN
How can I understand complex topics like Social Security and Medicare?: Dale Waltman recommends the book authored by Dan Casey, which breaks down Social Security and Medicare into easy-to-read, informative sections. He found this resource extremely helpful for becoming acclimated to that phase of life and knowing what to expect. — DALE J WALTMAN