Increasing Your Return on Life.®

Planned Financial Services Celebrates 20 Years Helping Clients Pursue More than Investment Returns

Published: 01/01/2014

Cleveland, Ohio based Planned Financial Services (PFS) celebrates a landmark anniversary in 2014 – 20 years of helping individuals, families and business owners pursue the Return on Life ® they desire.

Cleveland native, CEO and founder of the successful financial planning and investment management firm, Frank Fantozzi, attributes the firm’s success to the “trust our clients have placed in us.” Fantozzi said that he and his team are “grateful for the opportunity to advise a growing number of individuals, families, business owners and corporations seeking personalized financial guidance and investment advice tailored to their needs.”

“Our ability to bridge insightful financial advice with well-crafted investment portfolios has allowed our clients to weather some of the toughest market and economic conditions over the past two decades,” Fantozzi added. “This is a testament to our philosophy that successful financial management is never about investment returns alone—it is about how your financial investment decisions work to further the individual Return on Life ® you seek. That was the premise for launching Planned Financial Services and what we continue to help clients work towards today—a full 20 years later.” Since 1994, Planned Financial Services has broadly expanded the professional services and resources offered to both individual and corporate clients, continually enhancing the best-in- class, personalized service the firm seeks to provide. This commitment to service has resulted not only in exponential growth in new client referrals and assets under management, but repeat industry and community recognition and awards including ** The Weatherhead 100 Upstart Award, NEO Success Award, The COSE Ten Under 10 Award and the Five Star Wealth Manager Award. Planned Financial Services is one of the nation’s 300 Most Influential Defined Contribution Plan Advisors by 401kWire, providing further evidence of the firm’s commitment to its corporate clients.

“Nothing we have achieved as a firm comes close to the pride and gratitude that comes from knowing we have delivered on our promise to help each of our clients seek the Return on Life ® they desire,” Fantozzi said. “We have always believed that the value of our firm is measured by the collective net worth of our clients—our family. As a result, we continually challenge ourselves to enhance the best-in- class, personalized service and objective investment advice provided to our clients.”

For more information about the many services offered by PFS, contact Fantozzi at Frank@PlannedFinancial.com or by phone at 440.740.0130 (x. 222).

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