Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Cleveland, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,800,000.00
Gross Revenue
$2,796,551.00
# of Accounts
1,297
Avg Client Age
50
Overview

Mission/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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