9:00 AM to 6:00 PM

Monday to Friday

Executive Plan Design,

8355 Church St.
Gilroy, CA 95020

408-767-2572

9:00 AM to 6:00 PM

Monday to Friday

Executive Plan Design,

8355 Church St.
Gilroy, CA 95020

408-767-2572

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Finance made better by our team of experts

What our Clients have to say

We pride ourselves on providing superior service but you don’t just have to take our word for it.
Read what our clients have to say about us.

 

 Scott Brooks

 

When I was younger, I bought into the ideology of setting up a retirement plan and forgetting about it. When I was laid off in my younger years, I moved money I had saved into IRA accounts. Now that I have retired, I was scared about moving my retirement savings due to the scandalous sales people.I was so relieved when someone told me about Bob and Brian. They have great character, are very informative, and are the best of all those who are truly honest.

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Ryan Dinsmore — Gilroy, California

Bob & Brian have done a great job educating my wife & I on the importance financial diversification. They asked a lot questions in regards to our current lifestyle and our long-term goals. Their knowledge of products and up to date laws is invaluable. The time and thoroughness they put into our financial planning has given us the confidence we are making the right choice for our future.

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Al & Jane Howard.—Gilroy, California

 

Executive Plan Design has been incredibly helpful to us in planning for our retirement. Bob & Brian have conducted significant research finding potential financial products to support our retirement goals. In addition, they are continually reviewing our retirement plan and recommending adjustments as needed per changing economic times and tax legislation. We are pleased to recommend Executive Plan Design for your retirement planning needs.

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  Claudia Sandoval – Gilroy, California

 

    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

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Audrey ad Lynn — Morgan Hill, California

 

When my husband retired 10 years ago our CPA suggested we contact Executive Plan Design for our retirement needs. Since then we have found Bob and Brian to be incredible knowledgeable and helpful in researching and implementing the best financial plans to fit our retirement goals.  I would highly recommend Executive Plan Design for all your retirement needs.

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