Planright is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more.

Planright is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

Planright Financial

This office serves as a strategic hub for partnership initiatives and collaborative projects within the organization.

4502 Saddle Run Rd

Keith Thomason

This department specializes in providing insurance brokerage and advisory services to clients.

Insurance Services

This department provides strategic direction and decision-making to drive the organization's vision and goals.

Planright Financial

Org chart

Teams

Insurance Services

Executive Leadership

Offices

Planright Financial

Org chart

Teams

Insurance Services

Executive Leadership

Offices

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