CLEVELAND, OHIO – (October 2021) – For five consecutive years, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, President and Founder of Planned Financial Services, shared his expertise on the complex issues family-owned businesses face at the 2021 Smart Business Family Business Conference and Business Longevity Achievement Awards. The event was held on September 23, 2021, at the Westin Cleveland Downtown. Fantozzi participated as a panelist among a distinguished lineup of industry experts and family business owners. This year also marks the fifth year that Planned Financial Services has been a sponsor of the annual awards program, which recognizes Northeast Ohio companies that are committed to enhancing the family business dynamic.
Fantozzi, who has advised family-owned businesses for 27 years, shared his perspective on today’s increasingly complex environment for business owners and steps they can take now to further strengthen their businesses during uncertain times. Frank and his team at Planned Financial Services, a registered investment advisor (RIA), strive to help simplify the complex needs of business owners and high-net-worth families in the key areas of wealth accumulation, investment management, business succession, executive compensation, estate conservation, charitable giving, multigenerational planning, and retirement and employee benefits through services including Complete Family Office (CFO)SM, Personal CFOTM and 401(k) Prosperity.
“This is an event I look forward to each year,” Fantozzi said. “As active members of the Northeast Ohio business community for nearly three decades, it’s not only a great opportunity to share the knowledge and insights our team has gained working with family-owned businesses, but to hear firsthand about the successes and struggles that high-net-worth families face as business and economic conditions change from one year to the next. This helps us to further focus our skills and efforts in developing customized strategies to help families build and protect business value going forward.”
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm located in Brecksville, Ohio that focuses on high-net-worth business owners. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in multiple states, and employs eight team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment, Complete Family Office (CFO)SM and Personal CFOTM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective and actionable. This approach combines insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com.
Investment advice offered through Planned Financial Services, a Registered Investment Advisor.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.