Planned Strategies, Inc. has built its business and reputation on the services we provide our clients. For the last two decades, we have been assisting clients navigate the myriad of choices of investment and insurance products. Offering top notch investments and strategic alliances with financial intermediaries and pension administration firms gives us the required tools to provide our clients with a full menu of services without the hindrance of proprietary products.
Clients include:
- Associations
- Hospitals
- Non-profits
- Privately held companies
- Public and private pension plans
- Taft-Hartley Funds