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What do people say about retirement planning help?

69 people recorded interviews about retirement planning across 20 organisations. more confidence in the decision was the most commonly volunteered theme, appearing in 13 interviews. 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.

Changes customers chose to talk about

Based on 69 open-ended customer interviews. These are themes people mentioned without being asked to rate every possible outcome. If someone did not mention a change, that does not mean it did not happen.

  • Confidencementioned in 13 interviews
    “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 systemsmentioned in 9 interviews
    “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 growthmentioned in 7 interviews
    “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 supportedmentioned in 6 interviews
    “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 clientsmentioned in 5 interviews
    “We've been a very happy Insperity customer for more than thirty-five years.”Darlene Walker
  • Mobilitymentioned in 5 interviews
    “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 & relationshipsmentioned in 4 interviews
    “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 & hiringmentioned in 3 interviews
    “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 Fortune 500 company?
Yes, Darlene Walker found that by using Insperity, her small business could offer the kind of retirement, health, and insurance benefits typically reserved for large corporations, allowing her to compete for high-level talent. — Darlene Walker
How does Insperity help with company culture?
Darlene Walker notes that Insperity provided the HR support needed to develop professional policies and procedures, which served as the foundation for creating the professional culture she desired. — Darlene Walker
Is Insperity suitable for long-term HR outsourcing?
Darlene Walker has been a 'very happy' Insperity customer for more than thirty-five years, citing the continuity and personalized service as key reasons for the long-term partnership. — 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

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