Increasing Your Return on Life.®

Considering Selling your Wealth Planning Practice? Planned Financial Services is an Active Buyer.

At Planned Financial Services, our long-term growth strategy includes expanding our local and national footprint through the acquisition of financial planning, wealth management, and investment advisory practices that fit our firm’s team oriented approach and passion for client advocacy.

We understand that when and how to transition your firm is one of the toughest decisions any successful financial planning or wealth management firm will make. Whether you’re considering retirement or are exiting the business for other reasons, you want to ensure:

  • Your clients will be cared for well into the future by an advisory team that shares your values and commitment to: 
    • Integrity
    • Independence
    • Transparency
    • The highest standard of client care
  • You’re comfortable with and fully confident in your successor
  • You receive fair value for your practice

Whether you’re looking to transition your wealth advisory firm today or several years from now—let’s talk about how Planned Financial Services may be able to help you realize your goals for your practice, your clients, your family, and the income you seek in retirement. Please know that anything we discuss will be held in the strictest confidence.

To get started, please call or email Planned Financial Services President and CEO, Frank Fantozzi, directly at 440-740-0130 Ext. 222 or Frank@PlannedFinancial.com or complete the contact form below:

Transition Contact Information

Thank you for your interest in learning more about practice opportunities with Planned Financial Services. Your privacy is important to us and your inquiry will be handled in a confidential manner.

Want help? Let's talk.

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