Increasing Your Return on Life.®

About LPL Financial

Planned Financial Services strategically partnered with 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 one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. LPL’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. For more information about LPL Financial, visit www.lpl.com.

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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