Our Services

Take a step toward your dreams with financial planning that fits your life.
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Financial planning services

Financial planning is a road map to your dreams—but that’s not all. Planning puts your purpose and values into action and it provides peace of mind, even through difficult times. At ROI, we’re here to help you, with careful, caring financial planning.

ROI Financial creates comprehensive, customized financial plans to fit your risk profile, lifestyle, life stage, and dreams.

Our financial planning services will help you:

  • Get the most from your employment benefits
  • Manage your investments
  • Save on taxes and repurpose your savings
  • Plan for buying a house, saving for college, and travel
  • Plan for retirement
  • Plan your legacy
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WHY CHOOSE US

Benefits of our financial planning services

Personalized service

At ROI, we get to know our clients. Unlike some firms, our process doesn’t rely on cookie-cutter questionnaires and algorithms. We listen to the concerns, challenges, hopes, and values that inform your choices. We talk about your real life right now and your future dreams. At ROI, we always focus on what matters to you.

Hands-on help

A written financial plan won’t make your dreams come true all by itself. At ROI Financial, we’ll help you implement the action items you approve and stick to your plan over time. As your life or market conditions change, we’ll adjust your plan to keep you on course. Our clients love having access to hands-on help.*

*Applies to assets under management

Cross-disciplinary expertise

A key ROI benefit is that everyone here works for you. Our integrated, coordinated approach means your financial plan benefits from in-house expertise in taxes, investments, small business operations, and more. Our comprehensive options and insights can move you more quickly toward your goals.

ROI Financial Advisors

True stories. Real results.

"What really sets ROI apart from anyone else is putting their customers first and helping them with their vision, their dreams, their goals–even as they change."
Sara Cooper and Ty BurnhamCurrent Client, ROI Financial Advisors
*No compensation was provided for this testimonial*
"My dream is to see my grandkids and my kids grow and prosper, and by the grace of God and the help of ROI, I've been able to do that."
Lee RicheyCurrent Client, ROI Financial Advisors
*No compensation was provided for this testimonial*
"I use many of ROI services. Together, we do the planning. We do the taxes. We do the funding. We do anything I need."
Elyce WairCurrent Client, ROI Financial Advisors
*No compensation was provided for this testimonial*
"From tax to financial planning to wealth management and then, life insurance, there's just this broad range of services. They're helping and supporting you to get done whatever you need to do. It's like they're helping us help ourselves."
Sara Cooper and Ty BurnhamCurrent Client, ROI Financial Advisors
*No compensation was provided for this testimonial*

Financial Freedom Faster

Take a step in the direction of your dreams. New to ROI Financial Advisors, schedule your appointment.

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ROI+ optional integrated services

Streamline your finances and accelerate wealth-building with optional, additional services. Integrating services allows for strategizing across financial disciplines. Perfect for individuals, families, small business owners, and property investors. 

ROI Tax Services

Tax Prep
ROI Tax, LLC

We’ll help you feel informed, in control, and stress-free with peace of mind during tax season. ROI+ Tax prepares reliable tax returns for individuals and small businesses at a reasonable price.

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ROI Tax Services

Bookkeeping
ROI Tax, LLC

ROI+ Bookkeeping keeps your financial tracking up-to-date and accurate, helping you to make informed decisions with confidence—and freeing up time to actually run your business.

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ROI Tax Services - Payroll

Payroll
ROI Tax, LLC

Simplify payday with ROI+ Payroll. From calculations to filings, we manage payroll with accuracy and up-to-date compliance, helping you save time, reduce risk, and stay focused on growth.

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ROI Marketing and Creative Design

Marketing & Design
ROI MKT & CD

ROI+ Marketing & Creative Design can help you establish or refresh your small business brand with visionary designs and targeted copy. Connect with your customers affordably and effectively.

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