Business Details
21 Years
experience
Your Trusted Partner for Comprehensive Financial Solutions
Planned Financial Services is a client-centric financial advisory firm dedicated to empowering individuals, families, and business owners to achieve their life goals through personalized wealth planning. With over two decades of experience, our team of seasoned professionals prioritizes integrity, objectivity, and proactive guidance to help clients navigate complex financial decisions. We specialize in crafting tailored strategies that align with each client's unique values, aspirations, and risk profiles, ensuring comprehensive management of investments, retirement, estate planning, and risk mitigation. Our collaborative approach extends beyond traditional financial advice, offering access to a network of industry experts and innovative solutions designed to protect and grow wealth.By maintaining independence and focusing on long-term relationships, we provide actionable insights that simplify financial complexity while fostering confidence in our clients' futures. Our commitment to continuous education and market expertise enables us to adapt strategies to evolving economic landscapes, ensuring clients remain positioned for success. Through transparent communication and a family-like dedication to service, we strive to be the trusted steward of our clients' financial legacies.
Services
Investment Management
Retirement Planning
Estate Planning
Risk Management
Tax Consultation
Legacy Solutions
Business Transition Planning
Wealth Preservation
Financial Counseling
Portfolio Analysis
Details
- Year established: 2005
Highlights and features
- We offer personalized financial strategies tailored to your unique life goals
- Our team has over 20 years of experience serving business owners and families
- We maintain complete independence to provide objective, conflict-free advice
- We coordinate with your existing legal and tax professionals for holistic planning
- Our proactive approach adapts to changing market conditions and life circumstances
Associations and certifications
- Registered Investment Advisor
Services
Investment Management
Our investment management service creates customized portfolios aligned with your financial goals, risk tolerance, and time horizon. We employ proactive monitoring and objective research to optimize returns while managing risk through diversified strategies. Our approach combines institutional-grade resources with personalized attention to help grow and preserve your wealth over time.
Retirement Planning
We develop comprehensive retirement strategies that consider your lifestyle goals, income needs, and tax implications. Our planning process includes pension analysis, distribution strategies, and contingency planning to ensure financial security throughout your retirement years. We continuously adapt plans to reflect changing market conditions and personal circumstances.
Estate Planning
Our estate planning service helps protect and transfer your wealth according to your wishes. We coordinate with legal professionals to implement effective strategies for asset distribution, tax minimization, and legacy creation. This includes establishing trusts, charitable giving vehicles, and multigenerational planning solutions tailored to your family's needs.
Risk Management
We identify and mitigate financial risks through customized insurance solutions and portfolio strategies. Our approach evaluates life, disability, and long-term care needs alongside investment risk tolerance. We provide access to leading insurance carriers and employ sophisticated strategies to protect your assets against unexpected events.
Tax Consultation
Our tax consultation service focuses on minimizing tax liabilities through strategic planning and coordination with your accounting professionals. We analyze investment strategies, retirement distributions, and business transitions to optimize tax efficiency. Our goal is to help you retain more of your hard-earned wealth through legal and ethical tax reduction methods.
People
Frank Fantozzi
President and Founder
Frank leads with a client-first philosophy, bringing over 20 years of experience in financial services. He focuses on creating personalized solutions while maintaining the firm's commitment to independence and objectivity. His expertise spans investment strategy and wealth planning.
Joe Rogers II
Chief Operating Officer
Joe oversees daily operations and ensures efficient delivery of client services. With extensive experience in financial operations, he maintains the firm's commitment to excellence while supporting strategic growth initiatives and client relationship management.
Cynthia Yang
Wealth Advisor
Cynthia provides comprehensive financial planning services, specializing in retirement and estate strategies. Her client-centered approach focuses on creating tailored solutions that align with individual goals and values through personalized guidance.
Chelsea Hussey
Wealth Advisor
Chelsea offers personalized investment management and financial planning services. She helps clients navigate complex financial decisions with clear, actionable strategies focused on long-term wealth preservation and growth for individuals and families.
Danielle LeChard
Wealth Advisor
Danielle specializes in comprehensive financial planning, helping clients achieve their goals through customized investment strategies. She focuses on building lasting relationships while providing objective advice tailored to each client's unique circumstances and aspirations.
Questions
What services do you offer for business owners?
We provide business transition planning, wealth management, and legacy solutions tailored to entrepreneurs' unique needs.
How do you approach investment management?
We create customized portfolios based on your goals, risk tolerance, and market conditions with ongoing monitoring.
Do you work with clients outside Ohio?
Yes, we serve clients nationwide through virtual consultations and digital planning tools.
What sets you apart from other advisors?
Our client-first philosophy, independence, and comprehensive approach to wealth planning create lasting value.
How are your fees structured?
We use transparent fee structures based on services provided, always prioritizing your best interests.
Can you help with retirement planning?
Yes, we develop comprehensive retirement strategies considering income needs, tax implications, and lifestyle goals.
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