Carl and Linda have seven grandchildren in three states. They want to make sure their future is filled with time spent with their family, not focused on day-to-day financial management. For Debra, making money isn't as important as making a difference. She volunteers at the local food pantry, and wants her legacy to provide hope for the homeless.
Brent and Lisa own a successful family business. While Brent had no plans to retire, unexpected events are driving the need to quickly transition leadership within the business. A decorated Vietnam War veteran and retired oil company executive, John suddenly finds himself facing the battle of his life.
Brent and Lisa own a successful family business. While Brent had no plans to retire, unexpected events are driving the need to quickly transition leadership within the business. A decorated Vietnam War veteran and retired oil company executive, John suddenly finds himself facing the battle of his life.
Services
The PFS team is a diverse group of experienced and talented individuals who share a common passion rooted in a simple philosophy: to care for and serve our clients and their families as we would our own. Team members with broad skill sets seek to continually educate themselves for the benefit our clients' financial well-being.
Return on Life(R) 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.
You place great value on the benefits you reap from your hard work, including the lifestyle you enjoy and the ability to provide for your family. Still, no matter how much you accumulate there is an increased satisfaction with your increasing net worth, yet it's likely you still have financial concerns.
At Planned Financial Services, our purpose is to be a catalyst for positive change in the lives of our clients and in the communities where we live and work. We believe that helping to build and grow strong, family-focused communities where our clients, team members, and local residents can thrive is a critical part of our mission to help improve lives.
Planned Financial Services strategically partnered with LPL Financial as its custodian for our advisory accounts. LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ. LPL Financial's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
Reviews (1)
Bill Botkin
Jan 18, 2022
Report
