BBB Accredited Business Profile

Planning Services

Planning Services

(972) 713-7131

Planning Services

33 years in business
313 S Jupiter Rd Ste 200
Allen, TX 75002-3054
Additional Phone Numbers
  • (888) 713-7373
BBB File Opened: 09/01/2010
Business Started: 08/01/1983
Business Started Locally: 08/01/1981
Type of Entity
Sole Proprietorship
Contact Information
  • Principal: Mr. Thomas Baird Jr, Owner
  • Customer Service: Mrs. Kelly Baird, Office Mgr
Business Category
  • Insurance Services
Products & Services
Planning Services specializes in group benefits for businesses such as group health, dental and vision, life insurance, 401(k), short and long term disability, COBRA administration, flexible spending accounts, travel accident plans and more.
Service Area
Alternate Business Names
  • Thomas M. Baird,Jr DBA Planning Services
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



Planning Services provides employee benefit plans (group health, dental, vision and more) for companies of all sizes from as small as a 2 person start-up group to over 6,000 employees offering both fully and self insured plans.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 08:30 AM to 05:00 PM
Tue: 08:30 AM to 05:00 PM
Wed: 08:30 AM to 05:00 PM
Thu: 08:30 AM to 05:00 PM
Fri: 08:30 AM to 03:00 PM
Sat: 08:30 AM to 05:00 PM
Sun: 08:30 AM to 05:00 PM
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Planning Services

Planning Services


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