Teaching Children About Money: Ages 4-13 about the value of money, and get a head start preparing for a successful generational wealth transfer.
Or mission is to change for the better the relationship between people and their money. Empowering our clients through courageous mentoring, clear guidance, insightful advice and our unique ability to connect the dots that other people miss. Money is a tool to be used to build wealth, freedom and quality of life. We are collectively committed to your financial success.
ROI’s name was created by a long-time client of Lance Johnson, Founder/CEO/Investment Advisor Representative of ROI Financial Advisors, LLC. ROI stands for Return on Investments.
ROI’s philosophy was founded under a simple premise: How can we help clients get back to the basics in building wealth?
Our offices were designed with the clients in mind. We realize in today’s world that time is the biggest commodity we have.
We are 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.