Increasing Your Return on Life.®

Planned Financial Services Launches New Website

Published: 06/28/2016

After months of creativity behind the scenes, we’re excited to announce the launch of our new Planned Financial Services website:

What’s new? EVERYTHING!

Our new website not only offers clients and visitors a content-rich experience, contemporary format, and compelling imagery, but a better understanding of how your Planned Financial Services team partners with you to create a memorable and rewarding experience along the path to pursuing your important financial, business, and life goals.

You’ll find real people, with real answers, focused on providing real results. What you won’t find is meaningless industry jargon or convoluted tech-talk. Our goal is to present the content and resources you seek through clear, straightforward videos, articles, infographics, and more. Be sure to review our new Home page videos where we share our philosophy and passion for helping you pursue the Return on Life® you desire.

We also streamlined our content across mobile and desktop platforms, providing an enhanced user experience and accessibility, so finding the information you need and want is easier than ever before. When you visit our website, you’ll be able to quickly find information about the services you currently use, or other services you may be interested in learning more about. A few of our new website features and benefits include:

  • Mobile-Friendly Site: Experience quick screen load times in a format that’s easy-to-read and navigate from smart phones, tablets, laptops, and other devices.
  • Personalized User Experience: Enjoy convenient access to account information through a secure log-in, conveniently located at the top right corner of our Home page.
  • Streamlined Navigation and Content: Quickly access the information, tools, and resources you require.
  • Client Stories: Read about the many ways your Planned Financial Services team helps people like you, who seek to achieve more for their family or business.
  • Financial Education, Articles, Videos, and Market Updates at your Fingertips: With our new design, you can quickly find and view articles, videos, investment research, and updates on the topics that interest you.
  • Downloadable Tools: Our new Downloadable Tools section provides a fast, easy way to view, download, and share value-added resources.
  • Team Member Profiles: Learn more about your team, both personally and professionally.
  • Upcoming Events: Our Events tab keeps you informed of upcoming events and seminars, including our Annual Cleveland Economic Summit. Events will be populated as they’re scheduled and you’ll enjoy the ability to RSVP online.
  • Automated Newsfeed – Scroll to the bottom of our Home page to access the latest news and press from Planned Financial Services.

Check us out today! Visit then drop us a line at and tell us what you think about our new website. Feel free to forward this email or our website address to any friends, family members, or colleagues you feel may benefit from a family-focused team of professional advisors offering timely, relevant, and actionable advice and guidance.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Financial planning services offered through Planned Financial Services, a Registered Investment Advisor and separate entity from LPL Financial.


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