Planned Strategies, Inc.
Planned Strategies, Inc. works with Advisory Group Equity Services, Ltd., a full service broker dealer firm. AGES was founded with the goal of assisting its clients in every aspect of their financial lives.
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.
PLANNED STRATEGIES, INC | 770 Dedham Street | Canton, MA 02021 | (781) 821-4482
Securities offered through Advisory Group Equity Services, Ltd., Member FINRA/SIPC.
Investment advisory services offered through Trust Advisory Group, Ltd., a registered investment advisor.