CLEVELAND, OHIO – (October 2019) - Planned Financial Services (PFS), a Registered Investment Advisor (RIA) and independent wealth management firm with offices in Brecksville and Beachwood, Ohio, hosted more than 100 clients, family and friends at an exclusive event marking the firm’s 25th anniversary on Thursday, October 24, 2019. The early evening event, held at Sapphire Creek Winery & Gardens in Chagrin Falls, Ohio, featured Napa Valley appellate wines, made especially for Sapphire Creek by a private vintner as well as other beverages, a broad selection of passed and plated hors d’oeuvres, and a full dessert bar. Guests enjoyed live music and strolling magic by Dustin Kaiser, personal photo opportunities provided by Michael Wypasek Photography, and access to the winery’s natural gardens, nestled among ten acres of secluded woods and streams.
Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, Planned Financial Services President and Founder, thanked those in attendance for believing in the firm, “especially in those early years—and trusting us to guide you in making informed and confident decisions.” On behalf of the firm, Frank expressed his gratitude for the confidence that clients and friends of PFS continue to place in the firm’s experienced team of wealth advisors and associates as they work together to help each family pursue the unique Return on Life® they desire. Fantozzi spoke about his 1994 vision to establish an independent wealth planning firm centered on his clients’ needs, for objective, relevant and actionable advice. That vision continues to be reflected today through the firm’s longtime mantra and steadfast focus on, “Your life. Your money. Your way®.”
“For twenty-five years now, we’ve had the honor and pleasure to serve accomplished professionals, executives, business owners, and entrepreneurs throughout Northeastern Ohio and much of the U.S.,” Fantozzi said. “Our clients are strongly independent people who are passionate about their families, communities and businesses, and their ability to choose how to best live their lives on their terms.”
“We’re proud of our ability to innovate and deliver on our clients’ unique and changing demands for competent, proactive, and actionable advice that’s tailored to their individual needs and circumstances. We seek to add simplicity, creative problem solving and clarity in the financial and investment management process,” Fantozzi added. “By working together as a team, we are able to craft ideas around our clients’ needs that seek to protect what they’ve worked hard to accumulate and help grow their worth to enhance their life’s ambitions.”
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in 21 states, and employs 12 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory, investment and family office 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 along with personalized financial strategies and investment advice. For additional information about PFS, please visit PlannedFinancial.com.