• 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

    Year: 2022

    • Home
    • 2022
  • November 30, 2022
  • Outbound Engine

RMDs and Your Retirement: 4 Facts

Required minimum distributions (RMDs) are the smallest amount that retirees..

  • Read more
  • November 16, 2022
  • Outbound Engine

2022 Tax Year Deductions to Know

Interested in maximizing your tax savings for the year? There..

  • Read more
Senior couple walking on the beach holding hands at sunrise, plan life insurance at retirement concept.
  • November 11, 2022
  • Outbound Engine

3 Costs Retirement Planning Can Miss

Some retirement expenses are easy to plan for. You’ve probably..

  • Read more
Hand of businesswoman point the goal chart and holding red cup of coffee when working.
  • October 26, 2022
  • Outbound Engine

A Lifetime’s Worth of Financial Goals

What are your financial goals? The answer to that question..

  • Read more
  • October 12, 2022
  • Outbound Engine

What You Can Learn From Lottery Winners

Winning the lottery can be a dream come true, but..

  • Read more
Portrait of smiling little girl giving flowers to grandmother on Mothers day in cozy home scene
  • September 28, 2022
  • Outbound Engine

5 Things to Avoid Including in Your Will

We all know the scene: A grieving family gathers in..

  • Read more
Family together. Son visiting his parents and talking to them
  • August 24, 2022
  • Outbound Engine

A Parent’s Guide to Supporting Young Adults

Economic factors are forcing many young adults to turn to..

  • Read more
Lifestyle
  • August 10, 2022
  • Outbound Engine

Why Some Savers Postpone Retirement

Most people look forward to retirement. However, a surprising number..

  • Read more
Start your day with a positive mindset. Shot of a young business man working in a modern office
  • July 27, 2022
  • Outbound Engine

Maintaining a Healthy Money Mindset

It’s hard to find any good news about finance these..

  • Read more
Asian senior couple with financial advisor about tax and retirement document at home.happy aging at home concept
  • July 13, 2022
  • Outbound Engine

Life-Proofing Your Retirement Savings

There’s no crystal ball that can predict life’s unexpected twists..

  • Read more
  • 1
  • 2
  • 3

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