• ROI Financial Advisors
  • ROI Financial Advisors ROI Financial Advisors
    • Home
    • About Us
    • Services
      • Services Menu

        • Services Overview

          Financial Advisory Services

          • Financial Planning
          • Portfolio Management
          • Tax Planning
          • Retirement Planning
          • Investment Strategy

          ROI+ Integrated Services

          ROI Tax

          • Tax Preparation
          • Bookkeeping
          • Payroll

          ROI Marketing

          • Marketing & Design
    • Financial Planning Process
    • News & Events
    • Contact Us
      • ROI Financial
      • ROI Tax
      • ROI Marketing
  • 503-941-5925

    Month: July 2021

    • Home
    • 2021
    • July
Estate planning documents : Living Trust, Living Will, Healthcare Power of Attorney
  • July 28, 2021
  • Outbound Engine

A Few Common Questions About Trusts

What do you want to leave behind for your heirs?..

  • Read more
  • July 14, 2021
  • Outbound Engine

What to Know About Lending to Family

Financial security brings peace of mind. When you don’t have..

  • Read more

Quick Links

Search

Recent Posts

  • Comparing Annuities and Life Insurance
  • What to Know About Risk Tolerance
  • Just Married? It’s Time to Talk Money
  • How to Make the Most of an Inheritance
  • Smart Money Moves to Make Before 40

Categories

Archives

Tags

Cash Flow debt Debt Free Events Family Finance Financial Financial Advisor Financial Freedom Financial Goals Financial Investments Financial Planning Home Buying Home Purchase Home Selling Homes for Sale Investment Lottery Money Mortgage Personal Finance Podcast Property Real Estate Retirement Planning ROI Financial ROI Tax Savings Stock Market Sustainable Finance Tax Planning Tax Preparation Wills

Site Footer

CONTACT US

  • 503-941-5925
  • 503-941-5927
  • hello@roi-fa.com

OUR LOCATIONS

WESTSIDE

14675 SW Millikan Way
Beaverton, OR 97003

EASTSIDE

12550 SE 93rd Ave, Suite 265
Clackamas, Oregon 97015

ROI Financial
Planning Services

  • Financial Planning
  • Portfolio Management
  • Tax Planning
  • Retirement Planning
  • Investment Advice

ROI+ Intergrated Services

Affiliated Firms

  • ROI Tax - Tax Preparation
  • ROI Tax - Bookkeeping
  • ROI Tax - Payroll
  • ROI Marketing & Creative Design

Company

  • About
  • Our Vision
  • News & Events
  • Careers

Disclosures

  • Legal Disclaimers
  • Privacy & Security

EXTERNAL LINKS:
Client Login

Charles Schwab

Awards

As Seen In
As Seen In Fortune Magainze
10 Best CEOs of 2025 - Lance J Johnson
An Inspiring Leader 2024 - Lance J Johnson
© 2025 ROI Financial Advisors, LLC. (Dba ROI Financial) Is An SEC Registered Investment Advisor based in Oregon and serving clients nationwide.
All Rights Are Reserved.
  • Linkedin-in
  • Youtube
  • Facebook-f
  • Instagram
  • Spotify
  • Audible
ROI Financial Advisors
  • Home
  • About Us
  • Services
    • Services Overview
    • Financial Advisory Services
      • Financial Planning
      • Portfolio Management
      • Tax Planning
      • Retirement Planning
      • Investment Strategy
    • ROI+ Integrated Services
      • ROI Tax
        • Tax Preparation
        • Bookkeeping
        • Payroll
      • ROI Marketing
        • Marketing & Design
  • Financial Planning Process
  • News & Events
  • Contact Us
    • Contact ROI Financial
    • Contact ROI Tax
    • Contact ROI Marketing