Who Are You?

You’re smart. You’re motivated. You want to build a solid financial plan for your business, your family, or yourself.You want to understand your options and make the right choices, but you can’t get away from pushy, commission-driven financial planners and consultants. You want to work with people you trust.Sound familiar? You’re not alone. Our fresh approach is designed to work with people like you.

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Financial Education Quick Hits: January & February

March 9, 2017

We value financial education and understanding at The ROI Group. We want you to know how to save and grow your money. Each week, we share financial information, tips, and news to help individuals, families, and business owners reach their goals. Below is a list of articles we shared on social media and with our clients […]

Trump vs. Clinton: Who is Better for Businesses?

October 19, 2016

DISCLAIMER: This post is not endorsing any candidate for the office of the President of the United States of America. Sorry, no juicy antagonism here. We know, that’s pretty boring. But with all the mudslinging this election season we’ve decided to try to dig into some actual facts for our friends, partners, blog readers, and fellow […]

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