Creative Retirement Planning Solutions
“Debe is very responsive and always timely with her feedback on questions relating to pension planning. She has a clear understanding of what our business is and what our goals are. Earlier this year, when we had a need to restructure our pension plan to address cash flow issues, she helped us to modify our plan which put us in a much more comfortable position. This is one of the reasons we enjoy working with Debe. She listens to our needs and responds to them quickly."
Clark Sept, Co-
“Debe has worked with my firm for many years and has always been very attentive to our needs as a small business, frequently meeting with my staff to keep us current about any changes affecting pension plans. She has spent many long hours on my account and with her knowledge and expertise; I feel I am now on the road to future financial freedom. I would highly recommend Debe to anyone requiring assistance with their financial portfolio.”
Toni Hall, Vice President, New Zealand Seafoods
“Over the past ten years, I have switched investment companies three times but I’ve kept Debe as my TPA through that process because I trust her judgement and appreciate her expertise. She is not only my trusted advisor but also a friend and business associate with whom I exchange best practices in my industry.”
Debbie Steinert, Controller, The Tire Man
“Debe has done a fantastic job in managing our 401K /profit sharing plan. Our plan was audited in 2008 by the IRS. Debe handled everything, collecting all the information and documents, responding to all the examiners’ questions. The physical audit was conducted at her office. The end result from the IRS: "No action required.” It doesn’t get any better than that.”
Curt VanLeeuwen, President, VanLeeuwen Enterprises, Inc.
"Debe came to my company's rescue last year when we changed outsourcing providers. While our employees had existing 401(k) Plans, our new provider did not support them. We desperately needed help in starting a stand alone plan.
Debe came highly recommended and from our first meeting, we felt we were in good hands. She was highly professional in handling this difficult process with finesse and ease and met with our employees to help them understand the importance of thinking about their futures. We are very happy with Debe's service to us. She continues to provide us with excellent service in every respect."
Eliane Jordan, Administrative Manager, MG Skinner 
