We use our icons to express our long-term vision and our commitment to our clients to help them reach their financial goals, or what we refer to as ‘financial freedom’, through a broad range of services and investment opportunities. For the most part these icons are not intended to represent a particular entity, just a symbolic abbreviation that refers to the services or products we believe could be a valuable component of a client’s financial plan.  In some cases, affiliated firms may be a legal entity. These have been identified above.

Our philosophy is that each client should base their investment strategy on a well thought out financial plan that includes all aspects of their financial lives.  Financial education, financial protection and a diversified range of investment opportunities are important for clients to consider. Investing in the stock market may not be the only or best solution for every client.   While ROI Financial may not currently offer these services or products directly they can be discussed as part of an overall financial plan.

For example, our financial planning approach may include discussions on the potential pros and cons of real estate ownership, or the necessity for various types of insurance. Tax planning is also a critical element of most of our client’s financial plans. These products or services may be offered through affiliated companies, referrals or other methods which are disclosed above.

We expect ROI Financial to continue to grow and eventually offer access to a variety of products and services.

Above is a brief explanation of how we are pursuing our long-term vision.