Welcome to Planning Services

We’ve been providing employee benefit plans to companies since 1983. With our industry experience, we can bring time-trusted strategies and services to your benefit concerns. We specialize in Texas-based local and national businesses with 2 to 1,000 employees.

Our Products

Trust in Our Expertise

We are an independent brokerage able to bring you and your employees benefits from trusted carriers like Blue Cross Blue Shield, United Healthcare, Aetna, Guardian, Metlife, Aflac and more. We are ACA certified, provide in-house COBRA administration,1095 preparation, and are a BBB Trusted Company with over 35 years of experience in the industry.

Services

Our happy clients

I highly recommend Planning Services. They have a high level of expertise and follow through that are invaluable for our business. They produce consistently better rates and support. That is why we have been doing business with them for over 10 years. I recently had a crisis situation with a...

-Leaf Accounting

Tom came to our rescue when my husband lost his job. He worked with us to help us with our needs at the time. He cares about your situation and works to help you in the best way possible. I highly recommend Tom.

-Peggy Blake

Superb customer service. They’ll fight for you from start to finish, obtaining best rates and ensuring all your claims are dealt with fairly.

-William Guernsey