Planned Strategies, Inc.
HomeAbout UsPrincipalsInsurance & InvestmentsEmployer Sponsored Benefits

Planned Strategies provides a variety of value-added solutions for your organization.

FMLASource, a subsidiary of ComPsych, is the largest family leave administrator in the world. The Family Medical Leave Act and the accompanying rules and regulations is one of the leading sources of frustration and confusion for employers and their HR departments.  FMLASource  greatly reduces an organization's costs and liability risks, while streamlining administration of leave and absence policies.  ROI on their services can be as high as 70-80%, and can reduce absences by as much as 40%.
Family Medical Leave Act (FMLA) Administration

PLANNED STRATEGIES, INC | 770 Dedham Street | Canton, MA 02021 | (781) 821-4482​

Securities and Advisory Services 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 Registered Representatives associated with this site may only discuss and/or transact securities business in the following states: MA, ME.
Identity Theft Monitoring
​InfoArmor offers low-cost Identity Theft Monitoring for your employees.  Plans include a 3 year look-back period, and a "One Roof-One Wallet" coverage for dependents.
RDS Services, LLC  performs Retiree Drug Subsidy (RDS) Reopening Audit Services:  CMS Allows plan sponsors to request reopening of up to four previously reconciled years, allowing plans to pursue any potential unrealized reimbursements.  Fees are a portion of recoveries - in short - no additional recovery, no fee.
Double click here to add text.