Planned Strategies, Inc.
Planned Strategies, Inc. works with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation.* For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
Employers get benefits solutions tailored to their needs through the innovative use of advanced 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 top priority. That’s why our service starts with responsive, flexible and proactive implementation and account management.
Assisting plan sponsors and employers with plan design options and effective cost-containment methods help in controlling expenses. We utilize a variety of employee interaction, including education, collateral materials, and phone and web-based on-line support. These are all designed to enhance employee satisfaction and understanding of their benefits
We provide employers and employees with access to the products they need, the education and support they desire, and the guidance they require -- all to make the most prudent decisions for their businesses, themselves, and their families.
* As reported in Financial Planning Magazine, 1996-2014, based on total revenue.
PLANNED STRATEGIES, INC | 770 Dedham Street | Canton, MA 02021 | (781) 821-4482
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor.
Global Retirement Partners, LLC, Planned Strategies, Inc., and LPL Financial are separate non-affiliated entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the following states: MA, ME