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Planned Financial Services (PFS) Gives Back to the Community

Published: 07/01/2011

Cleveland, Ohio, July 12, 2011-- - Planned Financial Services took its talents outside of the office on June 30 th by volunteering at The Free Clinic of Greater Cleveland through the United Way Days of Caring Program. The team took on some large painting projects both inside and outside of The Free Clinic as their way of giving back to the community. “It felt good to play hooky from the office for the day” said Frank Fantozzi, President and CEO of PFS, “but seriously, it was great that we could give our time and provide our help to such a vital organization that does so much for others. It was a terrific experience for the entire PFS team.”

The Free Clinic of Greater Cleveland is among the oldest and largest free clinics in the United States. Founded in 1970, it has grown from a telephone hotline into a comprehensive care clinic providing medical, dental, substance abuse treatment, mental health, and HIV services. Volunteers are integral in enabling The Free Clinic to keep costs low and services free of charge.

Planned Financial Services provides individuals, families and businesses with access to conflict-free financial planning services, investment advice, asset management and retirement services. The firm has over 150 individual and 65 corporate clients in Northeast Ohio and 10 other states throughout the U.S. Advisory services available through PFS include several unique programs developed to meet specific client needs such as Wealth Plan TM , Divorce Right SM , Family Office SM and Balancing Act SM Bill Management. Services for individuals and families include Investment Management, Retirement and Estate Planning, Life, Disability and Long-term Care Insurance. Business services offered by PFS include 401(K) Plus SM , Executive Benefits, Succession Management, Employee Wellness Programs and Risk Management. For additional information about PFS, contact Frank Fantozzi at frank@plannedfinancial.com or call 440.740.0130 (x 222).

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