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PlanVision

17400 25th Ave N
Plymouth, MN 55447 855-965-4286

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Consumer Ratings for PlanVision — 1 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for PlanVision

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Consumer from Saint Paul, MN
Sep 25, 2019
Recommended
Mark Zoril has an interesting business model that has helped us greatly over the past 3 years at a very modest cost. You "subscribe" for a year and get as many online consultations as you need - for us, that is once a year typically. The subscription gives you access to the proprietary planning software that Mark uses, where you input all your assets, debts, goals, timelines, etc. Then Mark takes a look with you during an online session using the free & simple Zoom application. It has been perfect for us, as we don't really want investment advice, and more need to understand where we stand in retirement planning, any tweaks or order of priorities for savings vehicles and then drawdown planning once we retire. He is really flexible and doesn't worry about the fact that we invest extremely conservatively, since we are aware of the inflation risk that goes along with that. He looks at what we actually have, how we want to invest it, and helps us understand how much longer we need to work, when to ideally start Social Security, etc.

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