Frank Wealth Insights

Join Frank Fantozzi as he explores everyday financial topics through a personalized lens — from retirement and estate planning to charitable giving, succession planning, investments, and tax strategies. In an industry often focused on rates of return, Frank and the team at Return on Life® Wealth Partners offer a values-driven perspective centered around helping clients align their finances with what matters most to them — their Return on Life®. What does that mean? Tune in to Frank Wealth Insights to learn more.

Make sure to check out the new video version of the podcast here!

For additional info regarding services, please visit www.ReturnOnLifeWealth.com

Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) founded Planned Financial Services, LLC in 1994 to make a meaningful difference in the lives of families, business owners, and community leaders. Return on Life® Wealth Partners is the wealth and investment management division of Planned Financial Services. The firm is committed to helping clients pursue their individually defined Return on Life® by focusing first on each client’s vision of a life well lived, before turning to their financial assets. This helps ensure that family values, career and business goals, and personal aspirations remain at the heart of the planning process.

Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-Registered Investment Adviser.

The views and opinions expressed in this podcast are for general informational and educational purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners should consult with a qualified professional before making any financial decisions.

The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties.

This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation.