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Planned Financial Services, LLC

Investment Management Firms

Description

Planned Financial Services, LLC, a financial planning and wealth management company, provides financial advisory and investment services to individual and corporate clients in the United States of America. The company offers financial consulting programs focusing on financial planning; investment management; and insurance risk analysis, stock option analysis and planning, retirement income planning, education planning, corporate retirement plan analysis, business succession planning, and other requests consulting services. It also provides WealthPlan, a Web-based software solution that helps to collect and analyze financial information, enhance goal planning and goal measurement, and track finances on a go-forward basis; retirement planning services; estate planning and wealth transfer services; insurance solutions; education planning services; individual tax consulting services; divorce finance planning; and services for talented athletes/artists and renowned individuals. In addition, the company offers family CFO services, such as multi-generational guidance and balancing act bill management. Further, it provides 401(K) Plus retirement plan services; executive services that include wealth plan or fee based consulting programs, executive only plan, executive compensation, and succession planning; and risk management services in the areas of property and casualty insurance, construction, athletes and entertainers, health care, transportation, high net worth, marine, environment, reinsurance, commercial excess, business interruption insurance, employment practices liability insurance, identity theft, intellectual property, directors and officers, mergers and acquisitions, and terrorism mitigation. The company was founded in 1994 and is based in Cleveland, Ohio.

Corporate Address

7000 Fitzwater Road Suite 300 Cleveland, OH44141 United States of America

United States of America

440-740-0130

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