Cleveland, Ohio, March 2012-- - Planned Financial Services (PFS), for the third time, was named an NEO Success Award Winner. Presented by Inside Business Magazine and established in 1995 as a way to showcase the success of business in the region, the NEO Success Awards program annually recognizes the top-performing companies in Northeast Ohio. The Award is unique in its combined measurement of success in sales, growth and profitability. Winners must have grown revenue, added employees or both (from 2009-2011) while at least breaking even on profitability. Winners could also be down no more than 5 percent in either revenue or employee growth during that time to qualify. The NEO Success Awards represent the breadth and depth of business in Northeast Ohio. Frank Fantozzi, President and CEO stated “Our business exists for one reason - We want to make a difference in our clients’ lives each day, not only by the investments that are in our care, but by helping our clients bring clarity and ease to the financial decisions they make which impacts their Return on Life ® …their personal defined measure of success which aligns their finances with what they feel defines them.”
PFS was recognized for their achievements amongst its peers, professionals and other award winners at a luncheon on March 22 nd at Executive Caterers of Landerhaven. Fantozzi says he can best describe his firm’s success by borrowing a quote from Wayne Gretzky that mirrors what his firm strives for daily: ‘I skate to where the puck is going to be, not to where it has been’. Fantozzi states further that, “It is a team effort to help bring peace of mind to our clients in an ever increasing complex economic world.”
The team at PFS believes that achieving your goals and dreams does not happen by simply handing over control of your assets and your future, but in ensuring your unique voice is heard and your vision reflected in every decision. This philosophy helps to shape each client’s unique Return on Life ® , an individually- defined measure of success that goes well beyond investment performance. PFS focuses on developing long-term partnerships built on mutual trust and respect that begin with asking questions and listening carefully, not making assumptions. They believe that awareness, shared by client and advisor, is what makes opportunities visible and leads to confidence and clarity in pursuing goals.
PFS has had a strong presence in Northeast Ohio since 1994, and now advises clients in more than 10 states, and currently employs seven team members. The firm provides the full suite of financial advisory and investment services including several programs it developed to meet specific client needs: Wealth Plan TM , Divorce Right TM , Family Office SM , and Balancing Act SM . Business services offered by PFS include 401(K) Plus SM , Executive Benefits, and Succession Management.
For more information about the many services offered by PFS, contact Fantozzi at Frank@PlannedFinancial.com or by phone at 440.740.0130 (x. 222).