Skip to the content
  • 503-941-5927
  • [email protected]
  • 503-941-5925
Facebook-f Instagram Linkedin
  • Home
  • ROI Story
    • We’re All About The +
    • ROI Team Members
    • Careers | Join The Team
    • ROI Acknowledgments
  • Services
    • Asset & Wealth Management
    • Financial Planning
    • Retirement Services
    • The Future of ROI
  • Events-2025
  • Resources
    • Calculator Library
  • Blog
  • Podcasts
  • Connect
    • Connect with a Planner
    • Office Locations
  • Home
  • ROI Story
    • We’re All About The +
    • ROI Team Members
    • Careers | Join The Team
    • ROI Acknowledgments
  • Services
    • Asset & Wealth Management
    • Financial Planning
    • Retirement Services
    • The Future of ROI
  • Events-2025
  • Resources
    • Calculator Library
  • Blog
  • Podcasts
  • Connect
    • Connect with a Planner
    • Office Locations
Client Login

Day: October 13, 2022

65. SPECIAL GUEST SERIES 3 OF 3 – ORGANIZING FOR THE FUTURE WITH THEA RANNEY

Connect with Thea: Social: @Theasorganizing [email protected] 541-806-4734 https://theasorganizingservices.com/ Links & Resources Mentioned: Book: Born A Crime – Trevor Noah https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer www.getrichslowpodcast.com ROI Disclosures

Read More

ROI Financial Advisors, LLC

Beaverton Office

  • 14675 SW Millikan Way, Beaverton, OR 97003​

Lake Oswego Office

  • 17355 Boones Ferry Road, Suite D,
    Lake Oswego, OR 97035
  • 503-941-5925
  • 503-941-5927
  • [email protected]

Site Links

  • Home
  • ROI Story
    • We’re All About The +
    • ROI Team Members
    • Careers | Join The Team
    • ROI Acknowledgments
  • Services
    • Asset & Wealth Management
    • Financial Planning
    • Retirement Services
    • The Future of ROI
  • Events-2025
  • Resources
    • Calculator Library
  • Blog
  • Podcasts
  • Connect
    • Connect with a Planner
    • Office Locations
  • Home
  • ROI Story
    • We’re All About The +
    • ROI Team Members
    • Careers | Join The Team
    • ROI Acknowledgments
  • Services
    • Asset & Wealth Management
    • Financial Planning
    • Retirement Services
    • The Future of ROI
  • Events-2025
  • Resources
    • Calculator Library
  • Blog
  • Podcasts
  • Connect
    • Connect with a Planner
    • Office Locations

Legal

Regulatory Disclosures:

CRS (Client Relations Summary)

Podcast Disclosures

Privacy Notice

Disclaimer

Registration

Content and Suitability

No Warranties

Proprietary Rights

Website Privacy

Links to Other Sites

Blog Posts

IRS Scams: How to Spot and Avoid Them

When to Shred Old Financial Documents

Gift Tax Exclusion FAQs

3 Retirement Trends to Watch in 2024

How to Calculate Your Net Worth

Ⓒ 2021 ROI Financial Advisors, LLC - All Rights Are Reserved

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC registered investment advisor. rev 10.31.2022 ROI-MKT

PROUD MEMBER OF THE ROI FAMILY

Pay Invoice
Provider Logins
Secure Portal

Are you Sure you
want to leave?

Yes
NO, Take me back

Click Yes to be redirected. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access this site, you are leaving our website and assume total responsibility and risk for your use of the website being redirected to. These materials have been independently produced. ROI financial is independent of, and has no affiliation with the website being redirected to.