Planned Strategies, Inc. partners with Financial Telesis Inc., one of the top ranked Broker/Dealers in the U.S. Their technology, services, and vast resources for investments and up to date information are an integral part of Planned Strategies comprehensive services and team.
Employers get benefits solutions tailored to their needs through the innovative use of leading-edge technology and the broad application of our operational service strengths.
Employees get assistance with enrollment along with ongoing service and information, saving employers time and resources when administrating their insurance plans and retirement plans.
Planned Strategies understands that satisfying our clients’ needs through superior customer service must be our priority. That’s why our service starts with responsive, flexible and proactive implementation and account management.
Assisting plan sponsors and employers with plan design changes and effective cost-containment methods help in controlling expenses. We utilize a variety of employee interaction, including education, collateral materials, phone and on-line support. These are all designed to enhance employee satisfaction and understanding of their benefits
We provide employers and employees with the innovative products they need, the education and support they desire, and the guidance they require -- all to make the most valuable decisions for their businesses, themselves, and their families.