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Planning Services

Plano, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

Overview

Planning Services is a Texas-based employee benefits broker providing comprehensive insurance solutions to businesses of all sizes since 1983.

We specialize in assisting companies with 2 to 1,000 employees, offering a wide range of benefits including health, dental, vision, life, and disability insurance. Our expertise allows us to design tailored plans that meet specific needs and budgets, leveraging relationships with leading carriers like Blue Cross Blue Shield, United Healthcare, and Aetna.

As an independent brokerage, Planning Services is committed to delivering exceptional service and competitive rates, backed by over 35 years of experience and a dedication to compliance. We are a BBB Trusted Company and ACA certified, offering in-house COBRA administration and 1095 preparation to simplify the complexities of employee benefits.

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Contact Details

admin@planningservices.com

Plano, United States (US), 2301 Ohio Drive, Suite 285

Founded

1983

Company Type

Private Limited Company

Employees

2-10

Keywords

#employee benefits

#health insurance

#group dental plans

#group vision plans

#life insurance

#occupational injury

#short-term and long-term disability

#wellness programs that work

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