On Monday, October 2, we announced that after 29 years, we made the decision to change our name from Planned Financial Services to Return on Life Wealth Partners. Our name change emerged after evaluating what we stand for as a wealth management firm.
What changed?
When our founder Frank Fantozzi started the company in 1994, we selected a purely functional name, so we could jump right into helping clients. However, as our firm grew and developed, the heart of our organization became more apparent to our leadership, team members, and clients alike.
The essence of our firm is easily summed up by our Return on Life® mantra. We define Return on Life®, now our namesake, as managing your wealth in a way that will allow you to pursue a life well-lived.
How to define your Return on Life®
We believe that a life well-lived is not defined by physical wealth, but as a measure of happiness and fulfillment. This encompasses everything from your business and career achievement to family harmony and well-being, personal goals and accomplishments, civic and charitable endeavors, and more.
The catch, however, is that there’s no perfect formula for attaining happiness and fulfillment; it’s a metric entirely personal to you. The things you may find priceless in your life may be entirely meaningless to someone else. Nonetheless, it’s our responsibility as your wealth management firm to strive toward your greatest Return on Life — a goal where we bring deep experience and passion.
Managing your wealth with the Return on Life® approach
One of the primary stressors for our clients, like you, when it comes to wealth management is the shear amount of information available. From navigating changing market and economic conditions, to finding the best advice, you’re faced with so many options and opinions.
At Return on Life Wealth Partners, we know that reaching your personal goals requires a tailored approach. When you work with us, we recognize this is “Your life. Your money. Your way,” meaning we know the most important opinion is yours.
By putting your interests first, we cut through the complex to provide what you need rather than what you may want to hear. Our level of honesty and sincerity builds a personal relationship founded on trust. At the end of the day, we’re a wealth management firm that knows you’re a human being whose life can’t be boiled down to lines on an Excel spreadsheet or a rate of return.
We seek to bring everything and more.
At Return on Life Wealth Partners, we’re a full-service wealth management firm providing advice in numerous areas — from estate, retirement, investment, tax, and risk planning. We bring diverse perspectives and experience across multiple financial disciplines while striving to help you achieve the return on life you seek.
Our name change does not signify a change in our wealth management approach. Instead, it recognizes how we differentiate ourselves from our peers. As Planned Financial Services, and now as Return on Life Wealth Partners, we have always distinguished ourselves by our personal approach to working with clients, like you, and always placing your needs first.
You can listen for more about our name change from our president and founder Frank on his debut podcast episode of Frank Wealth Insights or read about it in our recent press release. If you’d like to learn more about how we can help you pursue the Return on Life® you desire, contact us today to set up a no-obligation meeting through our website or by calling us at 440.740.0130.
About Return on Life Wealth Partners
Return on Life Wealth Partners is an independent Registered Investment Advisor (RIA) with headquarters in Cleveland. The team provides comprehensive wealth planning services to individuals, families, and business owners. By examining clients’ lives before their money, Return on Life® aligns its advice with clients’ values. With access to its Complete Family Office (CFO)℠ and Personal CFO™ services, Return on Life Wealth Partners aims to help clients achieve the milestones that matter most to them. This personalized approach also extends to the institutional and corporate retirement plan services available through 401(k) Prosperity®.