Increasing Your Return on Life.®

About LPL Financial

Planned Financial Services hired LPL Financial, as its broker/dealer partner. Planned Financial Services leverages a number of LPL services, tools, and resources, including:

  • Custodial services
  • Integrated technology platform
  • Independent investment research
  • Advisory and brokerage services platforms
  • Customized clearing solutions

LPL Financial is the nation’s largest independent broker/dealer.* LPL was founded with a pioneering vision to support value-based independent entrepreneurial financial advisors. LPL offers independent investment research, regulatory oversight, and industry-leading technology capabilities. LPL has no proprietary products.

*As reported by Financial Planning magazine, June 1996–2015, based on total revenue.

About LPL Financial Retirement Partners Group

Frank Fantozzi of 401(k) ProsperityTM, a Division of Planned Financial Services, is a member of the LPL Financial Retirement Partners Group (RPG), the premier network of LPL Financial retirement plan advisors. Only select advisors qualify for membership in this elite group based on specific criteria, including plan assets advised and retirement industry experience, designations, and references.

Retirement Partners Group advisors are among the 401(k) plan leaders at LPL in terms of number of retirement plans, participants, and assets under advisement. Plan sponsors can be confident that when they work with a member of Retirement Partners Group, their plan and its participants are receiving high quality services from one of the industry's experienced advisors.

Retirement Partners Group members are committed to high standards of professional behavior, including:

  • Compliance
  • Diligence
  • Confidentiality
  • Disclosure
  • Competence
  • Identification
  • Integrity
  • Furtherance of Industry

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