Essence of PFS
Your Return on Life®
Return on Life® is a mantra about making the most of your life, not simply defining yourself by numbers on a page.
Wealth is not the only determinant of happiness. Happiness and fulfillment are dependent on many non-financial measures—family, friends, health and well-being—all of which must come together seamlessly to achieve your personal definition of meaning and purpose. Together, these elements create your Return on Life®.
While Return on Life® reflects all aspects of how you define happiness and fulfillment, we understand the impact that successful financial and money management can have on your life. Our holistic approach focuses on helping you keep your wealth on track toward achieving what you value most in life through a series of personally-defined measures that extend well beyond investment performance to include factors that enable:
Business and career achievement
Family harmony and well-being
Personal goals and accomplishments
Civic and charitable endeavors
Your PERSONAL CFOTM - Making a Difference in Your Life
As your PERSONAL CFOTM and Complete Family Office team, our experienced wealth advisors seek to protect and prudently grow your wealth now and for future generations according to your family plan. For more than 25 years, we’ve forged relationships with industry leaders and innovators to bring resources to our clients that help anticipate and overcome challenges, and bring greater simplicity and clarity to managing wealth.
Planned Financial Services is a catalyst for positive change in the lives of our clients and in our communities.
Planned Financial Services helps clients optimize their financial resources in pursuit of their individually defined Return on Life® through ongoing financial stewardship that delivers measurable results.
Our core values reflect what is truly important to us as an organization. They do not change from time to time, situation to situation, or person to person—rather, they are the underpinning of our authentic and dynamic company culture.
The heartbeat of our culture is embodied in our five daily actions, against which all our decisions are measured. Our actions help define our brand, our business strategy, and our way of life.
LEAD BY EXAMPLE
DO WHAT WE SAY
GO BEYOND THE ASK
DO THE RIGHT THING