Return on Life Wealth Partners in Our Words

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 advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.

The opinions and views expressed in this podcast may not necessarily reflect the views of Planned Financial Services dba Return on Life Wealth Partners or its affiliates.

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Return on Life Wealth Partners is not affiliated with its guest, nor does it provide compensation for such guest appearance.

The content of this podcast does not constitute a recommendation from any Return on Life Wealth Partners entity to the recipient and is provided for informational purposes only. Return on Life Wealth Partners is not providing any financial, economic, legal, investment, accounting, or tax advice through this podcast or to its recipient.

Certain information contained in this podcast constitutes “forward-looking statements,” and there is no guarantee that these results will be achieved. Return on Life Wealth Partners has no obligation to provide updates or changes to the information in this podcast.

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Neither Return on Life Wealth Partners nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast. Any liability therefor, including in respect of direct, indirect, or consequential loss or damage, is expressly disclaimed.

The views expressed in this transcript are not necessarily those of Return on Life Wealth Partners, and Return on Life Wealth Partners is not providing any financial, economic, legal, accounting, or tax advice or recommendations.