Increasing Your Return on Life.®

Essence of PFS

Your Return on Life®

Return on Life® is a mantra about making the most of your life, not simply defining yourself by numbers on a page.

Wealth is not the only determinant of happiness. Happiness and fulfillment are dependent on many non-financial measures—family, friends, health and well-being—all of which must come together seamlessly to achieve your personal definition of meaning and purpose. Together, these elements create your Return on Life®.

While Return on Life® reflects all aspects of how you define happiness and fulfillment, we understand the impact that successful financial and money management can have on your life. Our holistic approach focuses on helping you keep your wealth on track toward achieving what you value most in life through a series of personally-defined measures that extend well beyond investment performance to include factors that enable:

  • Business and career achievement

  • Family harmony and well-being

  • Personal goals and accomplishments

  • Civic and charitable endeavors

Making a Difference in Your Life

Planned Financial Services is your financial steward, seeking to protect and prudently grow your wealth now and for future generations according to your family plan. For more than 20 years, we’ve forged relationships with industry leaders and innovators to bring resources to our clients that help anticipate and overcome challenges, and bring greater simplicity and clarity to managing wealth.

Purpose

Planned Financial Services is a catalyst for positive change in the lives of our clients and in our communities.

Focus

Planned Financial Services helps clients optimize their financial resources in pursuit of their individually defined Return on Life® through ongoing financial stewardship that delivers measurable results.

Core Values

Our core values reflect what is truly important to us as an organization. They do not change from time to time, situation to situation, or person to person—rather, they are the underpinning of our authentic and dynamic company culture.

PASSIONATE

CARING

INNOVATIVE

ACCOUNTABLE

COLLABORATIVE

INDEPENDENT

RESOURCEFUL

Spirit

The heartbeat of our culture is embodied in our five daily actions, against which all our decisions are measured. Our actions help define our brand, our business strategy, and our way of life.

LEAD BY EXAMPLE

DO WHAT WE SAY

IMPROVE CONTINUALLY

GO BEYOND THE ASK

DO THE RIGHT THING

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