Your Life. Your Money. Your Way. Discover Your Return on LIFE.
Built for Business Owners
Partnering With Our Client's Through Life's Journeys for Over 30 Years
What We Do
Do you love your wealth advisor?
If you're not close to your wealth management company — take a close look at Return on Life® Wealth Partners.
We look at your life for a very simple reason — because you're flesh and blood — not a dollar sign. We believe that financial advisors for business owners shouldn't think that everything you've earned in your whole life happens to be their own personal playground.
That's why our Return on Life® philosophy has provided a clear contrast to other wealth management companies since 1994. It's your mantra to make the most of your life, not simply define yourself by numbers on a page, as you seek balance and the opportunity to enjoy a life well lived on your terms.
How We Can Help YouYour Return on Life® is yours and yours alone.
Wealth is not the only determinant of happiness. Return on Life® reflects all aspects of personal fulfillment — family, friends, health, and well-being — to help you seamlessly pursue greater meaning and purpose.
Working closely with you, our team will take a truly holistic approach, to help ensure your wealth supports what you value most in life.
Contact Us
Individuals Private Wealth
The wealth management company designed for wealth creators who desire a life well lived.
- Investment Management
- Comprehensive Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Complete Family Office (CFO)®
- Personal CFO™
- STAR®
- DivorceRight®
- Balancing Act™ Bill Management
- Family Continuity
Business Owner
Solutions
A wealth management company that helps to protect and grow business value.
- Planning Your Business Exit
- Buy-Sell Agreements/Funding
- Complete Family Office (CFO)®
- Personal CFO™
- 401(k) Prosperity®
ROL Advantage
A wealth management company focused on all aspects of financial well-being.
- Health Insurance
- Property, Casualty, Liability Insurance
- CPA, Attorney, Bank Introductions
- Mortgage Funding, Other Lending Options
- Trust Administration Service
- Valuation
- M & A, Buy-Sell
- 401(k)Prosperity®
Return on Life Wealth Partners is different. On purpose.
Because we care about the balance of all that’s important in your life—not just your bank balance—we go beyond what you might expect from an ordinary wealth management company. Sure, we have certified investment planners, perform legacy financial planning, and utilize a succession planning process like so many other wealth management companies. But there's so much more … because there's so much more to your life than money. It's also personal, to you and you alone.
That's why we say: “Your life. Your money. Your way.®”
Everything we do is aimed to help you pursue your Return on Life®.
Frank Wealth Insights
Have you listened to our Podcast?
Community-Based, Nationally Respected
As Seen In: Return on Life Wealth Partners and its professionals have been quoted or featured in independent media outlets including [Fox News, The Wall Street Journal, USA Today, etc.]. These references are for informational purposes only and do not represent endorsements by these organizations
Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners, an SEC-registered investment adviser (RIA).
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