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.

Strong teams are built in the everyday moments. 🚂Yesterday, we traded our desks for the Cuyahoga Valley Scenic Railroad ...
06/19/2026

Strong teams are built in the everyday moments. 🚂

Yesterday, we traded our desks for the Cuyahoga Valley Scenic Railroad and enjoyed an afternoon of great conversations, beautiful views, and even better company.

🤝 Thankful for our team that makes time together both meaningful and fun.

06/17/2026

📋 Business owners often spend time planning for growth, but what about planning for the unexpected?

In this clip from Frank Wealth Insights, Frank Fantozzi - Return on Life Wealth Partners discusses the "Five D's" that business owners should consider when thinking about business continuity and succession planning: death, disability, divorce, disagreement, and dissolution.

🎧 Explore the Frank Wealth Insights playlist here: https://tinyurl.com/ROL-YouTube

06/17/2026

📌 Enjoying my time at LPL Financial's Business Leaders Forum in Philadelphia.

One theme that continues to stand out is the importance of leadership as businesses grow and evolve. It's been great connecting with fellow business leaders, sharing experiences, and discussing ways to build stronger organizations.

Thank you to LPL Financial for bringing together so many professionals for these conversations.

The Frank Talk Q2 Newsletter is live!Explore firm updates, market and economic commentary, planning perspectives, and ed...
06/16/2026

The Frank Talk Q2 Newsletter is live!

Explore firm updates, market and economic commentary, planning perspectives, and educational resources from our team at Return on Life Wealth Partners.

Click below to read this quarter's highlights 👇
https://tinyurl.com/FrankTalkNewsletter-Q2

Planning for the future isn't about predicting what comes next. It's about taking thoughtful steps today that align with...
06/15/2026

Planning for the future isn't about predicting what comes next. It's about taking thoughtful steps today that align with your goals and priorities. 🔍

💭 What is one step you're taking today to prepare for tomorrow?

A special shoutout to Julia Richardson! 🌟As Frank Fantozzi - Return on Life Wealth Partners' Executive Assistant, Julia ...
06/11/2026

A special shoutout to Julia Richardson! 🌟

As Frank Fantozzi - Return on Life Wealth Partners' Executive Assistant, Julia helps keep things running smoothly behind the scenes while collaborating with team members across the firm. She's also one of the first people families and guests meet when they visit our office, greeting everyone with a welcoming smile and positive attitude.

We're grateful for the energy, organization, and perspective she brings to our team each day. Thank you, Julia, for all you do!

Frank Fantozzi - Return on Life Wealth Partners is putting the finishing touches on his upcoming book, G.U.T. Check. We'...
06/11/2026

Frank Fantozzi - Return on Life Wealth Partners is putting the finishing touches on his upcoming book, G.U.T. Check. We'd love your feedback on the cover design. Which one would you be most likely to pick up? 📖

What is an RMD? 🔍RMD stands for Required Minimum Distribution.In simple terms, it's the minimum amount the IRS generally...
06/09/2026

What is an RMD? 🔍

RMD stands for Required Minimum Distribution.

In simple terms, it's the minimum amount the IRS generally requires you to withdraw each year from certain retirement accounts once you reach the applicable age.

📌 The amount varies based on factors such as your account balance and IRS guidelines. Understanding RMDs is an important part of retirement and tax planning.

June marks the halfway point of the year, making it a natural time to revisit your financial strategy. 💭A mid-year revie...
06/09/2026

June marks the halfway point of the year, making it a natural time to revisit your financial strategy. 💭

A mid-year review may help you evaluate whether your current plan still aligns with your goals, priorities, and circumstances. It may also provide an opportunity to revisit retirement planning, tax considerations, investment allocations, and other key financial decisions.

If you're interested in an additional perspective, Return on Life Wealth Partners offers a complimentary, no-obligation Second Opinion Service that includes an independent review of your current financial strategy.

📌 https://tinyurl.com/Second-Opinion-Service

First place at the Brecksville Golf Outing! ⛳ Congratulations to Joe Rogers, Brad Scarbrough, and Danielle LeChard on a ...
06/05/2026

First place at the Brecksville Golf Outing! ⛳

Congratulations to Joe Rogers, Brad Scarbrough, and Danielle LeChard on a fantastic day representing our team. 🌟

Address

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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