Business Owner Solutions
Business Owner Solutions
A wealth management company that helps to protect and grow business value.
Planning Your Business Exit
Maximize business value
Discover how working with an advisor who holds the Certified Exit Planning Advisor (CEPA) designation can support your efforts to increase business value and prepare for a future transition—on your terms—with confidence, clarity, and conviction.
Buy-Sell Agreements/Funding
Protect your family, business, and personal assets
A properly-funded buy-sell agreement provides the confidence that your business and family will be protected if something happens to you or one of your business partners.
Complete Family Office (CFO)®
Manage multigenerational wealth
As your dedicated financial steward, your Complete Family Office team provides careful coordination and supervision of generational wealth planning. It starts with understanding your family’s core values and aligning them with your personal goals, family goals, and career goals. This lays the foundation for how your investments, education, insurance, tax planning, business succession, philanthropy, financial, and cash management is managed, advised upon and executed.
Personal CFO™
Coordinate business and personal wealth management
Find out why successful entrepreneurs, business owners, and executives have relied on their Return on Life® Wealth Partners to pursue their desired Return on Life®.
401(k) Prosperity®
Simplify the complex with real people and real answers
401(k) Prosperity®, the corporate retirement planning and institutional investment management division of Planned Financial Services, focuses on best-in-class retirement plan management, fiduciary, and investment oversight to simplify the complex while helping deliver the financial outcomes desired by business owners and their teams. Visit 401(k) Prosperity to learn more.
Get in touch. Achieve what you value most in life.
Give us a call at 440-740-0130
Media Mentions for Return on Life Wealth Partners
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.
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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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