Private Wealth Services
The wealth management company designed for wealth creators who desire a life well lived.
Tailored strategies for high-net-worth families, including estate planning coordination, tax-aware investing, and multigenerational wealth planning. These services are offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners an SEC-registered investment adviser.
Investment Management
Our well-defined investment process identifies timely and relevant asset management strategies tailored to your personal outcomes, circumstances, and goals. Our team-based approach harnesses our best thinking and advice as we manage, monitor, and adapt your strategy as your life and market and economic conditions change over time.
Comprehensive Financial Planning
We employ a holistic approach to managing your personal finances through a process rather than merely through product(s). Together we will examine and assess your current financial circumstances relative to your long-term goals and future aspirations. The main components are: Learn More »
Tax Planning
Nearly all financial decisions have tax consequences. Our team of experienced professionals can help coordinate the various aspects of your financial plan to incorporate tax-efficient strategies aligned with your overall financial goals.
Complete Family Office (CFO)®
For ultra-high-net-worth families that need an even further-customized solution to the management of their complex financial areas, we can architect an advisory service that allows for a closer hands-on approach and is like having your own Personal CFO™.
Estate & Legacy Planning
Preserving wealth from one generation to the next can be complex and time consuming. Guidance from an experienced advisor can go a long way toward helping to make sure your financial success is shared with your heirs on your terms. We coordinate closely with your tax and legal advisors to help ensure your financial plan reflects your estate-planning needs.
Personal CFO™
PERSONAL CFO™ services coordinate all aspects of your business and family finances to lead your team of professional advisors in an effective, efficient manner in pursuit of your desired outcomes.
STAR®
We can help manage the wealth, budgets, and spending of celebrity high-net-worth clients in the sports and entertainment fields. This entails mitigating common, uncertain, and uneven cash flow while dealing with the unique lifestyle, legal, tax, and wealth management needs of those individuals.
DivorceRight®
Divorce advisory and financial planning includes asset management, income planning, and estate planning to evaluate the financial implications of a divorce. This includes the division of assets and debts, spousal and child support, tax consequences, and other financial matters. Working with a Certified Divorce Financial Analyst® who is trained in the nuances of tax and financial issues that may impact divorcing spouses can help create a positive outcome from a difficult situation.
Balancing Act™ Bill Management
Your monthly bills are received, reviewed, and organized with easy-to-read reports, allowing you to complete your bill payment process in a smooth, orderly fashion so you understand how your money works for you.
Family Continuity
We help you implement strategies designed to preserve the wealth you have built for generations to come. By including your children and grandchildren in conversations about shared values and the significance of the family's financial assets, we can help family members understand your wishes and carry out your legacy.
Get in touch. Achieve what you value most in life.
Give us a call at 440.740.0130
Financial Planning Main Components:
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Retirement Planning
Tax-smart strategies to help protect and grow your wealth and provide a lifetime income aligned with your life and legacy goals.
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Education Planning
This consists of preparing for the financial aspect of education for your family, including tuition fees, living expenses, and other related factors.
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Investment Planning
By analyzing your current situation, we can help you develop a personalized investment strategy aligned with your life goals, timeframe, and risk tolerance.
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Distribution Plans
A strategy that plans how much to take from your various investment accounts with the goal of minimizing taxes.
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Pension Analysis
The process of evaluating your pension benefits and educating you on how your specific defined benefit plan works, and demonstrating how different benefit elections may impact your retirement income planning.
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.
Want Help? Let's Talk.
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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