Our
Mission
ROI Financial works to change for the better the relationship between people and their money. Empowering our clients through strategic mentoring, clear guidance, and insightful advice. Money is a tool that should be used to build wealth, freedom, and increase quality of life. ROI Financial is collectively committed to your financial success.
Our
Services
ROI Financial is dedicated to providing investment management and strategic wealth planning to each and every client. Simply put, we strive to be our client’s trusted advisor by helping everyone reach financial freedom.
Lance J. Johnson
Trevor Bruno
Carlos Donat
Explore our Content
The Get Rich Slow Podcast
Client growth is accelerated when there is a solid foundation of trust and shared purpose.
We have lots To Share
RMDs and Your Retirement: 4 Facts
Required minimum distributions (RMDs) are the smallest amount that retirees must withdraw from their retirement accounts every year starting at around 72 years of
2022 Tax Year Deductions to Know
Interested in maximizing your tax savings for the year? There are quite a few new, expanded, and lesser-known tax deductions that could help cut
Claiming Social Security While Working
Understanding when and how to claim Social Security benefits isn’t always straightforward, especially if you plan to continue working. While you can start collecting
Trusts: Different Types, Uses & Examples
When people decide to add a trust to their estate plan, they’re often surprised to find out how many types there are to consider.
Working Together to Help Create
YOUR FINANCIAL FREEDOM
The ROI Financial Team works with our clients to serve as resources during the financial planning process. We believe our partnership should last a lifetime.
ROI Financial takes pride in building the definition of the term ROI. “Return on investment” is our primary focus for all our clients.
Our philosophy is founded within the simple premise of: “How can we help clients get back to the basics in building wealth?”
We realize in today’s climate that time is the biggest commodity we all have. Our offices are designed with the client’s needs in mind to help maximize the use of time.