INVESTMENT ADVISOR, WEALTH MANAGER, FINANCIAL PLANNER, AND MORE!!! This site has been created for
Prospective Clients looking for an investment advisor or wealth
manager and for R.O.I.'s existing Clients.
A Prospective Client is one who
has at least $50,000 of manageable investment assets (e.g., a combination of mutual funds, IRAs, rollovers from employer
retirement plans, stocks, and/or bonds), and is interested in receiving R.O.I.'s investment, or wealth management and
financial planning Services on an ongoing basis.
Prospective Clients will especially like the following sites from the left side column:
Personal Seminar - Presentations about R.O.I. What makes us unique from other investment advisors and wealth
managers? About Us - R.O.I.`s unique organization (different from most investment advisors and wealth managers),
and, Grant's, Ben's, & Ron's qualifications; R.O.I.'s Investment Returns - R.O.I.'s Recent and long term investment returns; 401k and Retirement Plan Rollovers - Years of experience in 401k and retirement plan rollovers;NAPFA Advisor Values - R.O.I.`s code of ethics - putting clients' interests first;Services - R.O.I.`s Comprehensive Financial Planning
and Active Investment or Wealth Management
services; Fee Only Structure - R.O.I.`s worry free and motivational compensation structure;Philosophy - R.O.I.`s Comprehensive Financial Planning
and Active Investment or Wealth Management
beliefs; Communications - R.O.I.`s serious approach to client communications;Novell/Employer Changes - Why current Novell employees, and employees who have recently left Novell
or other employers,
might be interested in R.O.I. as an investment advisor or wealth manager; Request More Info - Obtain info from and about R.O.I., and becoming a client.
Clients will especially like the following pages and site from the left side column:
R.O.I. Referral Program - R.O.I.`s gratitude and motivation for clients` referrals;
Retirement Planning - R.O.I.'s approach to overcome the four Retirement Planning Concerns;Fidelity Investments Link - Review your R.O.I. investment and wealth managed accounts via the Fidelity
Investments network;
If you are an R.O.I. Client or a Prospective Client, please feel free
to use this site and to contact R.O.I., Grant, Ben, or Ron for any assistance (see l Request More Information).
You may also find us on LinkedIn and Thumbtack at the
following links:
We hope this site has been helpful. 
Financial Planning and Investment Advice |
