Our Story
Essence of Return on Life® Wealth Partners
- Teddy RooseveltPeople don't care how much you know until they know how much you care.
Your Return on Life®
Return on Life is a mantra about making the most of your life, not simply defining yourself by numbers on a page.
Wealth is not the only determinant of happiness. Happiness and fulfillment are dependent on many non-financial measures—family, friends, health and well-being—all of which must come together seamlessly to achieve your personal definition of meaning and purpose. Together, these elements create your Return on Life.
While Return on Life reflects all aspects of how you define happiness and fulfillment, we understand the impact that successful financial and money management can have on your life. Our holistic approach focuses on helping you keep your wealth on track toward achieving what you value most in life through a series of personally defined measures that extend well beyond investment performance to include factors that enable:
- Business and career achievement
- Family harmony and well-being
- Personal goals and accomplishments
- Civic and charitable endeavors
Purpose
Return on Life Wealth Partners is a catalyst for positive change in the lives of our clients and in our communities.
Focus
Return on Life Wealth Partners helps clients optimize their financial resources in pursuit of their individually defined Return on Life® through ongoing financial stewardship that delivers measurable results.
Core Values
Our core values reflect what is truly important to us as an organization. They do not change from time to time, situation to situation, or person to person—rather, they are the underpinning of our authentic and dynamic company culture.
- PASSIONATE
- CARING
- INNOVATIVE
- ACCOUNTABLE
- COLLABORATIVE
- INDEPENDENT
- RESOURCEFUL
Spirit
The heartbeat of our culture is embodied in our five daily actions, against which all our decisions are measured. Our actions help define our brand, our business strategy, and our way of life.
- LEAD BY EXAMPLE
- DO WHAT WE SAY
- IMPROVE CONTINUALLY
- GO BEYOND THE ASK
- DO THE RIGHT THING
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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