Increasing Your Return on Life.®

Our Story

Our Story

Learn how our experienced team of independent advisors can help you pursue the Return on Life® you desire.

Want help? Let's talk.

We Don't Want to Brag But...

Click here to view additional information and disclosures about awards

Recent News and Press

December 10, 2024
Frank Fantozzi is Named a Northeast Ohio Smart 50 Honoree
October 17, 2024
Frank Talk - 3rd Quarter Newsletter (2024)
August 14, 2020 - U.S. News & World Report

Should You Downgrade Your Credit Card?

Read More News