About Us

You Need a Plan

PlanInc is a company that has been sixteen years in the making based in Carmel, Indiana. We have helped people from all walks of life and all income levels. The most important thing we have learned as a company is no matter who you are you need a PLAN. You need a plan to make sure your family and your loved ones are protected if the unthinkable were to happen. Our company provides free comprehensive plans to accomplish just that. Our mission is to protect your DREAMS.

Founder and CEO, Roy Lederman has devoted 16 professional years in the financial services industry. With his experience and training, he is able to help his customers define and achieve their financial goals.

About Roy Lederman

Roy is a graduate of Ball State University with a Bachelors of Science Degree in Corporate Finance. He began his career in 1993 with Charles Schwab & Co., Inc and then, in 2001, he started to pursue the vision for PlanInc Online. Through commitments to his customers, he has repeatedly earned membership into the prestigious Million Dollar Roundtable.

Roy Lederman has been recognized for high standards in customer satisfaction, customer retention and financial service sales. Because of this, Roy Lederman has achieved the distinctive Honor Ring award. For nearly 60 years, the Honor Ring has been a symbol of outstanding achievement. Worn with pride by generations of producers, the Honor Ring is a symbol of their dedication and commitment to superior service. In addition, to his accomplishments, Indianapolis Monthly has recently named Roy a Five-Star Best in Client Satisfaction Wealth Manager for 2009.