Increasing Your Return on Life.®

Frank Fantozzi was a Featured Panelist and Sponsor of the 2020 Smart Business Family Business Conference

Published: 10/06/2020

CLEVELAND, OHIO – (October 2020) – 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 2020 Smart Business Family Business Conference and Business Longevity Achievement Awards, held virtually on September 23, 2020. Fantozzi was honored to participate for the fourth consecutive time as a panelist among a distinguished lineup of industry experts and family business owners. Planned Financial Services was also a sponsor of the annual awards program recognizing companies that are committed to enhancing the family business dynamic.

Fantozzi, who has advised family-owned businesses for 25 years, shared his perspective on today’s increasingly complex environment for business owners and steps they can take now to further strengthen their businesses, including business continuity, 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 through services including Complete Family Office (CFO)SM and 401(k) Prosperity, and in the key areas of wealth accumulation, investment management, business continuity, executive compensation, estate conservation, charitable giving, multigenerational planning, and retirement and employee benefits.

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 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and Complete Family Office (CFO)SM services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable—an approach combining insightful analysis with personalized financial strategies and investment advice. For additional information about PFS, please visit and 401(k)

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. Financial Planning offered through Planned Financial Services, a Registered Investment Advisor.

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