Planned Financial Services

Overview

Planned Financial Services is based in Cleveland, Ohio, and has operated since 1994. It provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its clients include individuals, high-net-worth individuals and pension plans. Its services include investment management, financial planning, tax planning, estate and legacy planning, family office services, bill management, business exit planning and buy-sell agreements and funding.

Services

• Investment management
• Financial planning
• Tax planning
• Estate and legacy planning
• Family office services
• Bill management
• Business exit planning
• Buy-sell agreements and funding

Location

See more firms in Ohio and Cleveland.

Sources and last checked

• Planned Financial Services website, plannedfinancial.com, checked October 21, 2026
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

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