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, […]

Posted in Return on Life Wealth Partners Service | No Comments »

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you’ve adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling […]

Posted in Return on Life Wealth Partners Service | No Comments »

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the […]

Posted in Return on Life Wealth Partners Service | No Comments »

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A successful retirement plan provides the ability to maintain your lifestyle for the duration of your life. Having enough […]

Posted in Return on Life Wealth Partners Service | No Comments »

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of insurance coverage a small business should have and why this is critical to your financial plan. General Liability […]

Posted in Return on Life Wealth Partners Service | No Comments »

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to pass down to your loved ones. It might be worthwhile to do some careful planning and […]

Posted in Return on Life Wealth Partners Service | No Comments »

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or intimidating. Ancient philosopher Lao Tzu once said, “The journey of a thousand miles begins […]

Posted in Return on Life Wealth Partners Service | No Comments »

Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in helping them succeed when times are rough, there are a few […]

Posted in Return on Life Wealth Partners Service | No Comments »

For small business owners, ensuring your investment is covered can be considered very important to ensuring the survival of your business after you are gone. One of the ways in which some small business owners do this is by applying for life insurance in the event they were to die before they retire. Life insurance […]

Posted in Return on Life Wealth Partners Service | No Comments »

Starting a company from scratch can be stressful, no matter how well-prepared you are. Many entrepreneurs can be vulnerable to burnout, which can quickly turn a dream business into a nightmare. What can business owners do to reduce stress and avoid losing their zest for entrepreneurship? Check out these five helpful tips below. Set Boundaries […]

Posted in Return on Life Wealth Partners Service | No Comments »