In this debut episode, Return on Life Wealth Partners president and founder Frank Fantozzi invites COO Joe Rogers to discuss the recent name change. They unravel the firm’s early history and why they decided to bring its sacred principle, Return on Life®, to the forefront. Listen to learn more about the name change in their own words. 

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