Return on Life Wealth Partners

Return on Life Wealth Partners We look beyond returns – striving to help our clients use their wealth to pursue a life well lived. Securities offered through LPL Financial. Member FINRA/SIPC.

Return on Life Wealth Partners is a wealth management advisory firm that uses a personal approach to discover clients’ definitions of happiness and fulfillment. By understanding their hearts, we strive to help clients stay on track with prudent advice. Our recommendations go beyond numbers on an Excel spreadsheet or rates of return to help clients accomplish life goals and pursue lives well lived.

www.finra.org www.sipc.org. Investment advice offered through Planned Financial Services, a registered investment advisor and separate entity from LPL Financial. The LPL financial registered representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VI, WA. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. Copyright © 2025 Planned Financial Services, LLC, dba Return on Life Wealth Partners. All Rights Reserved.

Happy Labor Day! ☀️Our office will be closed Monday, September 7, in observance of the holiday. We hope you enjoy a safe...
09/07/2026

Happy Labor Day! ☀️

Our office will be closed Monday, September 7, in observance of the holiday. We hope you enjoy a safe and relaxing weekend!

09/04/2026

💡 Does every dollar have a job?

In this clip from Frank Wealth Insights, Frank Fantozzi - Return on Life Wealth Partners shares a simple lesson from his father about putting money to work with intention. He reflects on how money may support a purposeful life and how a brief piece of advice became part of his father’s legacy.

🎧 Explore more Frank Wealth Insights: https://tinyurl.com/YouTube-ROL

09/04/2026

Avoid costly IRS and DOL fines from compliance hiccups

📋 September is Life Insurance Awareness Month, a timely reminder to consider how your coverage fits within your broader ...
09/04/2026

📋 September is Life Insurance Awareness Month, a timely reminder to consider how your coverage fits within your broader financial plan.

Changes in your family, income, business, debt, or long-term goals may affect your needs. Reviewing your coverage, beneficiaries, and policy details may help determine whether they still align with your life today.

📞 Contact our team at 440.740.0130 or [email protected] to discuss how life insurance may fit within your broader financial plan.

💡Frank Fantozzi - Return on Life Wealth Partners has officially begun his Leadership Cleveland journey as a member of th...
09/03/2026

💡Frank Fantozzi - Return on Life Wealth Partners has officially begun his Leadership Cleveland journey as a member of the Class of 2027!

We’re proud to see Frank representing Return on Life Wealth Partners as he connects with fellow leaders, learns more about the opportunities and challenges facing our region, and explores ways to make a meaningful impact across Greater Cleveland.

We look forward to following his experience throughout the program!

🔔 September Market Noise: AI Innovation and Broadening Profits Support Market ConfidenceBroadening corporate profits, co...
09/03/2026

🔔 September Market Noise: AI Innovation and Broadening Profits Support Market Confidence

Broadening corporate profits, continued AI innovation, and a growing economy support a constructive outlook, while inflation, interest rates, and geopolitical uncertainty remain important considerations.

In this month’s Market Noise, Frank Fantozzi - Return on Life Wealth Partners examines the key developments investors may want to watch through year-end.

👉 Read the full newsletter here: https://tinyurl.com/September-Market-Noise

📊 Join us for the 18th Annual Cleveland Economic Summit!Hear perspectives on the market and economic environment from Je...
09/02/2026

📊 Join us for the 18th Annual Cleveland Economic Summit!

Hear perspectives on the market and economic environment from Jen Guenther of Goldman Sachs Asset Management and explore emerging AI applications with Parker Johnson of VanEck.

📅 Wednesday, September 30
⏰ 4:00 to 6:30 p.m.
📍 Stillwater Place at the Cleveland Metroparks Zoo

RSVP by September 21 by contacting Michelle Velotta at 440.740.0130 x221 or [email protected].

Event details: https://tinyurl.com/18thAnnualEconomicSummit

Thank you to everyone who joined us for our Medicare 101 webinar! 📺Wealth Advisor Chelsea Hussey, CLU®, ChFC®, CFP®, and...
09/01/2026

Thank you to everyone who joined us for our Medicare 101 webinar! 📺

Wealth Advisor Chelsea Hussey, CLU®, ChFC®, CFP®, and guest speaker Rodika Koloda, Medicare specialist at Agape Insurance, discussed what Medicare is, how and when to enroll, available plan options, and when it may be time to review or change coverage.

If you missed the live webinar or would like to revisit the discussion, access the recording and presentation slides here: https://tinyurl.com/Medicare101-Webinar-ROL

Hello, September! 🍂As summer begins to wind down and a new season approaches, September offers a natural moment to pause...
09/01/2026

Hello, September! 🍂

As summer begins to wind down and a new season approaches, September offers a natural moment to pause, reset, and look ahead.

What are you looking forward to this month?

☀️ It looks like we’re in for a beautiful weekend!With summer winding down and cooler days not far behind, now is the pe...
08/28/2026

☀️ It looks like we’re in for a beautiful weekend!

With summer winding down and cooler days not far behind, now is the perfect time to get outside and enjoy the sunshine while it lasts.

How are you making the most of the final days of summer? Let us know in the comments!

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7000 Fitzwater Road, Ste 300
Brecksville, OH
44141

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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