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- - Market Noise Live: 2023-Year-End Market & Economic
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- - Forbes Recognizes Cynthia Yang and Amy Valentine as Best-in-State Women Wealth Advisors
- - Frank Fantozzi is Recognized in Forbes as a Best-in-State Wealth Advisor for 5th Consecutive Year
- - Frank Fantozzi Earns Certified Exit Planning Advisor (CEPA) Designation
- - Danielle LeChard Joins Planned Financial Services as a Paraplanner
- - Chelsea C. Hussey, CLU®, ChFC®, CFP®, Joins Planned Financial Services as a Wealth Advisor
- - 401(k) Prosperity Certification for Fiduciary Excellence is Renewed by CEFEX
- - Frank Fantozzi is Featured Panelist and Sponsor for the Smart Business Family Business Conference
- - Planned Financial Services Holds Its 14th Annual Cleveland Economic Summit
- - Planned Financial Services Is Awarded Weatherhead 100 Upstart for 10th Time
- - Frank Fantozzi is Honored as One of LPL Financial's Top Financial Advisors
- - Cynthia Yang Named Among Forbes Best-In-State Women Wealth Advisors
- - Frank Fantozzi Recognized in Forbes as a 2023 Best-In-State Wealth Advisor
- - Planned Financial Services Wealth Advisor Danielle LeChard Receives CFP® Certification
- - Planned Financial Services Wealth Advisor Chelsea Hussey Is Named an LPL Rising Star
- - Planned Financial Services changes its name to Return on Life Wealth Partners
- - Return on Life Wealth Partners Named a Weatherhead 100 Company for 11th Time
- - Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team
- - Forbes Recognizes Cynthia Yang as a Best-In-State Women Wealth Advisor For Third Consecutive Year
- - Frank Fantozzi is Recognized as a 2024 Notable Leader in Finance by Crain’s Cleveland Business
- - Stephanie Perrone Joins Return on Life® Wealth Partners Team
- - Frank Fantozzi is Named a Northeast Ohio Smart 50 Honoree
- - Return On Life® Wealth Partners Named a Forbes Best-In-State Wealth Management Team for Second Year
- - Cynthia Yang and Chelsea Hussey Recognized as Forbes Best-In-State Top Women Wealth Advisors for '25
- - Bradley S. Scarbrough Joins Return On Life® Wealth Partners
- - Lesia Marshek Joins Return On Life® Wealth Partners
- - Frank Fantozzi is Named a Forbes Best-In-State Wealth Advisor for 8th Consecutive Year
- - Brandy Draper Joins Return on Life Wealth Partners Team
- - Cynthia Yang Is Named a 2025 Smart Women Award Honoree
- - AdvisorHub Names Frank Fantozzi a 2025 Advisor to Watch
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» Blog
- - 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations
- - 3 Executive Compensation Mistakes to Avoid
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- - 3 Tips for Preserving Wealth in Your Golden Years
- - 3 Ways Life Insurance Can Help Small Business Owners
- - 3 Ways Planning For Retirement is Like Planning For Summer Break
- - 4 Charitable Giving Strategies to Consider
- - 4 Financial Planning Strategies to Help Strengthen Your Financial Foundation
- - 4 Must-Have Estate Planning Documents: Strategies for protecting your lifestyle and legacy
- - 4 Tips for Preparing Children for Financial Independence
- - 5 Homeowner Estate Planning Tips to Consider
- - 5 Last Minute Considerations Before Tax Day
- - 5 Reasons to Diversify Your Portfolio with Real Estate
- - 5 Stress Management Tips to Avoiding Business Owner Burnout
- - 5 Things to Know Before Enrolling in Medicare
- - 6 Benefits of Using Donor-Advised Funds for Charitable Giving
- - 7 Benefits of Choosing a Corporate Trustee
- - A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement
- - A Tough Times Survival Guide for Small Businesses
- - A Year-End Wealth Planning Guide
- - Beyond Investment Returns: Reflections on 30 years as an independent wealth management firm
- - Business Continuity and Long-Term Care Considerations
- - Cheers to a New Year of Investing
- - Create a Succession Plan that Works for Your Family
- - Don't Miss Out on These 5 Commonly Overlooked Tax Deductions
- - End of Year Deadlines Checklist 2022
- - Enduring Market Volatility With a Financial Plan
- - Four Tips From Estate Planning Professionals to Avoid Costly Mistakes
- - Health and Wealth: Tips for Building Balance in 2026 and Beyond
- - How Business Owners Can Protect Their Largest Asset
- - How to Choose Someone to Help You Hit Your Financial Goals
- - How to Make the Most of 3 Important Employee Benefits
- - How to Prepare for Retirement
- - Is a 529 Plan Rollover Right for You? Understanding the new 529 plan rollover rules
- - Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl
- - Know What You Are Worth Today to Map Out Your Financial Future
- - Life Insurance Planning: How Much Coverage Do You Need?
- - Multigenerational Wealth Management Myths Debunked
- - New Year's Financial Resolutions to Implement Now
- - Preparing for Life After Business Ownership
- - Prepping Early For Tax Day
- - Retirement Annuities Explained: What They Are and How They Work
- - Small Business Owners: Are You Retirement Ready or Not?
- - Small-business Owners and the Value of Insurance in Your Financial Plan
- - Spring Has Sprung: Time to Refresh Your Retirement Plan
- - The Beach House: Should you consider adding real estate to your investment portfolio?
- - The Benefits of Getting a Second Financial Opinion
- - The story behind wealth management firm Planned Financial Services' rebrand to Return on Life Wealth Partners
- - Understanding the One Big Beautiful Bill Key Tax Changes for Individuals & Business Owners in 2025 and Beyond
- - Wealth Building Strategies for Women
- - Wealth Legacy: How to Build Your Enduring Financial Story
- - What to Know About the SECURE Act 2.0
- - Why Business Owners Need Financial Planning
- - Why We Think Financial Literacy is Crucial for Business Owners
- - Worried About Your Financial Health? It May Be Time For A Checkup
- - Year-End Planning Considerations for Business Owners
- - Year-End Tax Planning: Smart Moves to Make Before December 31st
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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