CLEVELAND, OHIO – (September 2017) – Planned Financial Services President and Founder, Frank Fantozzi, CPA, MT, PFS, CDFA, AIF®, shared his expertise on the complex issues family-owned businesses face at the Smart Business Family Business Conference and 2017 Family Business Achievement Awards. Fantozzi was honored to participate for the second time as a panelist among a distinguished lineup of industry experts and family business owners assembled for the September 7th event which took place at Corporate College East in Cleveland, Ohio. Planned Financial Services, was also a sponsor of the annual breakfast and awards program. The Family Business Achievement Awards recognizes companies that have demonstrated a strong commitment to both business and family and are engaged in innovative business practices and strategies designed to enhance the family business dynamic.
In keeping with this year’s conference theme, Fantozzi, who has advised family-owned businesses for 23 years, provided real life examples of what separates family business success stories from failures. He also shared his perspective on why today’s economic, financial market, and tax landscape have become increasingly complex for privately held businesses to navigate. “Making informed decisions that promote and serve business goals becomes even more challenging when family is introduced into the mix,” Fantozzi said. “This is where Planned Financial Services excels. As a successful, privately-owned business, we understand the issues family business owners struggle with—we face many of the same challenges.”
Planned Financial Services provided each attendee with a handout on managing wealth across multiple generations that addresses a broad array of concerns and challenges affluent and high-net-worth families face. The firm’s ongoing focus on providing education and advice to multiple generations of clients helps both high-net-worth families and family-owned businesses make confident decisions across all aspects of wealth, estate, retirement and business succession planning.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 30 states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable. An approach which combines insightful analysis along with personalized financial strategies and investment advice. For more information, please visit www.PlannedFinancial.com.