Archive for October, 2023
Oct 16, 2023
On Monday, October 2, we announced that after 29 years, we made the decision to change our name from Planned Financial Services to Return on Life Wealth Partners. Our name change emerged after evaluating what we stand for as a wealth management firm. What changed? When our founder Frank Fantozzi started the company in 1994, […]
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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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