Essential Services Integrated For You
THE POWER OF THE PLUS
Financial ● Tax ● Bookkeeping ● Real Estate
Marketing and Creative Design ● Education
ROI Financial Advisors
Simple. Smart. Effective.
Want to reach financial freedom faster? Let’s Talk.
Financial planning doesn’t begin with us crunching numbers. It
starts with you dreaming big. “Dreaming is essential.” says
Johnson. “What do you truly want for yourself and your loved
ones? Once you share your dreams, we can help you get there.”
Next, we’ll work together to turn your dreams into a series of actionable goals. “The key is to get started and then keep moving toward your goals. When it comes to building wealth, success is largely a function of time.” A solid financial plan will guide you to the top with strategies for tax planning, investing, and saving.
Whether you’re buying your first home or your forever home, saving for college or for retirement, your plan will be as unique as you are. Even if you start small, your future self will thank you for dreaming big.
We like to think we are brilliant at the basics. Expect real results from our integrated approach to financial planning. We will help you build the plan and stick to it.”
Lance Johnson
CEO | Investment Advisor Representative
Trevor Bruno
Investment Advisor Representative
Carlos Donat
Investment Advisor Representative
ROI Financial Advisors
Mission
ROI Financials’ mission is to provide quality Financial Planning & Investment Management Services to our clients to assist them in making financial decisions that transcend the way they view their finances indefinitely. By providing the highest quality of financial advice through an academic approach of financial planning process and review, we will empower clients to make confident decisions about
their financial planning and future.
Lance Johnson
CEO | Investment Advisor Representative
Trevor Bruno
Investment Advisor Representative
Carlos Donat
Investment Advisor Representative
LONG TERM VISION
The Future of ROI
We expect ROI Financial to continue to grow and eventually offer access to a variety of new products, services, and affiliated partner companies. The future is happening now!
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ROI Financial AdvisorsINVESTMENTS, FINANCIAL PLANNING, AND RETIREMENT SERVICES | A Registered Investment Advisor
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ROI TaxPERSONAL/BUSINESS TAXES, AND YEAR END PLANNING
Adding Value to Business and Families -
James Keep & Co.PAYROLL, TAXES, AND BOOKKEEPING
We’re here to help you
ROI Financial advisors
Invest in your future
- HELPING others | Brilliant TEAMWORK
- Professional GROWTH | Big IDEAS
- Celebrating WINS
AWARDS
AS SEEN IN
Simple. Smart. Effective
Working Together to Help Create YOUR FINANCIAL FREEDOM
Highly recommend ROI Financial. They have a great personable team here. They have taken very good care of my family and my money. You do not just drop off your money and wait, they help you build your financial feature in many ways. They helped me by lowering my taxable income, changing from pre tax to after tax roll overs and, changing my work 401k investments. Lance is very personable and cares about everybody who walks in his doors.
Mario Barron 
Lance turned our retirement forecast from "if I retire at 71, why do I run out of money so soon" to "retire at 65 (or sooner) and enjoy life". Not that he did any magic, but he knows how to deal with money in ways I would not have thought of on my own. The resulting feeling is one of great relief about our financial future.
Alan Wickstrom 