LONG TERM VISION
The Future of ROI
We expect ROI Financial to continue to grow and eventually offer access to a variety of new products, services, and partner companies. The future is happening now!
Achievements
ROI Financial Advisors
Mission
ROI Financial works to change for the better the relationship between people and their money. Empowering our clients through strategic mentoring, clear guidance, and insightful advice. Money is a tool that should be used to build wealth, freedom, and increase quality of life. ROI Financial is collectively committed to your financial success.
Lance Johnson
CEO | Investment Advisor Representative
Trevor Bruno
Investment Advisor Representative
Carlos Donat
Investment Advisor Representative
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ROI Marketing & Creative DesignGRAPHIC DESIGN, PRINT DESIGN, & BRANDING
Turning your DREAMS and GOALS into reality -
Delavan RealtyRESIDENTIAL/COMMERCIAL BUYING AND SELLING
Wealth building in real estate, one relationship at a Time -
Long Term VisionCONTINUINGLY GROWING AND ADDING MORE SERVICES
Increasing your financial freedom
Brilliant at the basics
Working Together to Help Create YOUR FINANCIAL FREEDOM
ROI STORY
ROI Financial takes pride in building the definition of the term ROI. "Return on investment" is our primary focus for all our clients.
SERVICE
In today's climate time is the biggest commodity we all have. Our offices are designed with the client's needs in mind to help maximize the use of time.
PHILOSOPHY
Our philosophy is founded within the simple premise of: "How can we help clients get back to the basics in building wealth?"
Our
Services
ROI Financial is dedicated to providing investment management and strategic wealth planning to each and every client. Simply put, we strive to be our client’s trusted advisor by helping everyone reach financial freedom.
Highly recommend ROI Financial. They have a great personable team here. They have taken very good care of my family and my money. You do not just drop off your money and wait, they help you build your financial feature in many ways. They helped me by lowering my taxable income, changing from pre tax to after tax roll overs and, changing my work 401k investments. Lance is very personable and cares about everybody who walks in his doors.
Mario Barron 
Lance turned our retirement forecast from "if I retire at 71, why do I run out of money so soon" to "retire at 65 (or sooner) and enjoy life". Not that he did any magic, but he knows how to deal with money in ways I would not have thought of on my own. The resulting feeling is one of great relief about our financial future.
Alan Wickstrom 