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.

Articles & Information from

THE ROI FACTOR BLOG

Financial Education Quick Hits: May

October 6, 2017

May 4, 2017 Allen, TX – (Business Wire – May 04, 2017) Financial Gravity Tax, Inc., a wholly owned subsidiary of Financial Gravity Companies, Inc. (OTCQB: FGCO) is proud to partner with Rick Diamond and The ROI Group, LLC., a Financial Planning firm located in King of Prussia, Pennsylvania. The ROI Group is focused on […]

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 […]

BrokerCheck – Check the background of this firm on FINRA’s BrokerCheck.