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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
hello@roi-fa.com

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Legal

Regulatory Disclosures:

CRS (Client Relations Summary)

Form ADV Part 2A

Podcast Disclosures

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Links to Other Sites

Blog Posts

5 Things to Know About Social Security

Saving for Retirement With a 401(K) and IRA

5 Online Security Best Practices to Know

Ideas for Creating a Family Giving Plan

5 Ways to Help Manage Multiple Goals

6 Retirement Costs to Keep in Mind

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

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC registered investment advisor. rev 1.4.2022.ROI.MKT.12.1

PROUD MEMBER OF THE ROI FAMILY

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