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.

Thank you to everyone who joined us for our Medicare 101 webinar! 📺Wealth Advisor Chelsea Hussey, CLU®, ChFC®, CFP®, and...
09/01/2026

Thank you to everyone who joined us for our Medicare 101 webinar! 📺

Wealth Advisor Chelsea Hussey, CLU®, ChFC®, CFP®, and guest speaker Rodika Koloda, Medicare specialist at Agape Insurance, discussed what Medicare is, how and when to enroll, available plan options, and when it may be time to review or change coverage.

If you missed the live webinar or would like to revisit the discussion, access the recording and presentation slides here: https://tinyurl.com/Medicare101-Webinar-ROL

Hello, September! 🍂As summer begins to wind down and a new season approaches, September offers a natural moment to pause...
09/01/2026

Hello, September! 🍂

As summer begins to wind down and a new season approaches, September offers a natural moment to pause, reset, and look ahead.

What are you looking forward to this month?

☀️ It looks like we’re in for a beautiful weekend!With summer winding down and cooler days not far behind, now is the pe...
08/28/2026

☀️ It looks like we’re in for a beautiful weekend!

With summer winding down and cooler days not far behind, now is the perfect time to get outside and enjoy the sunshine while it lasts.

How are you making the most of the final days of summer? Let us know in the comments!

08/28/2026

TIME-SENSITIVE: 3 costly threats to avoid (FREE GUIDE)

📊 Reserve your seat for the 18th Annual Cleveland Economic Summit!Join us for an evening featuring insights from Jen Gue...
08/27/2026

📊 Reserve your seat for the 18th Annual Cleveland Economic Summit!

Join us for an evening featuring insights from Jen Guenther of Goldman Sachs Asset Management on today’s market and economic environment, followed by Parker Johnson of VanEck on emerging AI applications that may shape healthcare and everyday life.

Guests are also invited to arrive early for a special “Get Close” experience with zoo educators and featured animal friends. 🦁

📅 Wednesday, September 30, 2026
⏰ 4:00 to 6:30 p.m.
📍 Stillwater Place at the Cleveland Metroparks Zoo

RSVP by September 21 to reserve your seats or a corporate table. Contact Michelle Velotta at 440.740.0130 x221 or [email protected].

View additional event details here: https://tinyurl.com/18thAnnualEconomicSummit

📅 Final reminder: Our Medicare 101 webinar is tomorrow!Join Wealth Advisor Chelsea Hussey, CLU®, ChFC®, CFP®, and guest ...
08/26/2026

📅 Final reminder: Our Medicare 101 webinar is tomorrow!

Join Wealth Advisor Chelsea Hussey, CLU®, ChFC®, CFP®, and guest speaker Rodika Koloda of Agape Insurance for a discussion on Medicare enrollment, plan options, reviewing coverage, and more.

⏰ Thursday, August 27 | 11:00 a.m. to 12:00 p.m. ET

👉 Register now: https://tinyurl.com/Webinar-Medicare101

You’re Invited to the 18th Annual Cleveland Economic Summit! 📊🦁Join us on Wednesday, September 30, at Stillwater Place a...
08/25/2026

You’re Invited to the 18th Annual Cleveland Economic Summit! 📊🦁

Join us on Wednesday, September 30, at Stillwater Place at the Cleveland Metroparks Zoo. Hear from leading subject matter experts as they explore the economic and geopolitical landscape, along with practical ways artificial intelligence may impact our lives over the next decade.

📅 Wednesday, September 30, 2026
⏰ 4:00 to 6:30 p.m.
📍 Stillwater Place at the Cleveland Metroparks Zoo

To RSVP, contact Michelle Velotta at 440.740.0130 x221 or [email protected].

View additional event details here: https://tinyurl.com/18thAnnualEconomicSummit

08/21/2026

Discover 3 costly threats & 2 hidden opportunities

Another stop on Frank Fantozzi - Return on Life Wealth Partners’ Art Around the Office tour. 🖼️🌎Hanging in Client Liaiso...
08/21/2026

Another stop on Frank Fantozzi - Return on Life Wealth Partners’ Art Around the Office tour. 🖼️🌎

Hanging in Client Liaison Lesia Jones’ office is a reproduction of Henricus Hondius’ 1630 world map, Nova Totius Terrarum Orbis Geographica ac Hydrographica Tabula.

With its double-hemisphere design, intricate illustrations and nearly 400-year-old perspective of the world, this piece offers a fascinating look at how the world was mapped centuries ago.

A little history, geography and art all in one frame.

📊 Getting Frank: Tax Diversification: Why Account Location Matters in RetirementWhere retirement assets are held may be ...
08/20/2026

📊 Getting Frank: Tax Diversification: Why Account Location Matters in Retirement

Where retirement assets are held may be just as important as how they are invested. In this month’s blog, Frank Fantozzi - Return on Life Wealth Partners explores tax diversification, asset location, and how coordinating taxable, tax-deferred, and tax-free accounts may support a more tax-sensitive approach to retirement income planning.

📌 Access the blog here: https://tinyurl.com/Blog-August

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Brecksville, OH
44141

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