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 in addition to our investment, wealth management, and finanical planning services.
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. If you are a prospective client, you may want to experience
a Personal Seminar.
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; Philosophy - R.O.I.`s Comprehensive Financial Planning
and Active Investment or Wealth Management
beliefs; 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;R.O.I.'s Investment Returns - R.O.I.'s Recent and long term investment returns; 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 three Retirment 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. or Grant, Ben, or Ron for any assistance (see l Request More Information ). We
hope this site has been helpful.
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