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ORGANIZATION STRUCTURE:
R.O.I. is an acronym for "Ronald Olson, Inc." and "Return On Investment". Ron Olson knew he wanted to become a financial planner and enter the investment advisory services field at a young age so he geared much of his education and work experience towards becoming a financial planner. His financial services career began over 35 years ago. During all of this time, his main office has been in his home, in Utah, where family memebers (see picture below) have managed R.O.I. Clients move (but R.O.I. still serves them), laws change, and economies roll, but R.O.I. is stable, and its clients always know where to find R.O.I. This stability and accessibility is not only an exceptional characteristic that clients love, but the "family managed, office in the home" model allows R.O.I. to provide very attentive, comprehensive service by highly educated and experienced financial planners (see Qualifications and Education, below), at very competitive costs (see Fee Only Structure). R.O.I.'s very successful "family managed, office in the home" model has been replicated and electronically lnked with Grant's and Ben's homes, both in Utah County and both in Lehi, Utah. R.O.I. is a second generation Financial Planning/Investment Advisory business. Second generation Financial Planning/Investment Advisory businesses are rare, and to find one that has had the same offices for 20 years is very rare! Fortunate are the clients who can find such a stable Financial Planning/Investment Advisory business, and, if clients are older, e.g., retired, to have such an experienced second generation to "Take Care of Them" and the clients' succeeding generations.  R.O.I. began providing Comprehensive Finanical Planning and Active Investment Advisory services in 1992 when it succeeded Financial Analysis, Inc., which provided these services since 1990. As of January, 2011 R.O.I. had about 160 clients and about 48 Million under management. Depending upon prevailing securities and Exchange Commission (SEC) rules at the time, R.O.I. has been registered as an Investment Advisor (IA) with the SEC or licensed as such with the state of Utah since 1992. Grant, Ben, and Ron Olson's Trust are the shareholders, officers and directors of R.O.I. Grant, Ben, and Ron provide all services through R.O.I. Qualifications: Grant, Ben, and Ron's qualifications are- Bachelor Degrees: Accounting (Ben), Business (Grant); Advanced Degrees: MBA (Grant), MAC (Ben), and JD (Ron); Professional Designations: Two CERTIFIED FINANCIAL PLANNER™ designations (www.cfp.net) (Grant and Ben) and CPA (Ben). Note - R.O.I. feels the CERTIFIED FINANCIAL PLANNER™ designations are the best type of education for financial planners today; Experience: Grant and Ben have been in the business since about age 13 and have grown up learning the "nuts and bolts" of the Financial Planning/Investment Advisory business. Grant has been working full time as a financial planner with R.O.I. since the summer of 2003. As planned, Ben worked full time in CPA firms for three years, and started working full time as a financial planner with R.O.I. in the fall of 2005. Ron has owned and operated his own financial planning/investment advisory business since 1975 (the office in his home in Lindon, Utah, has been the home office since 1977). Ask yourself two questions: 1. Where has your advisor or financial planner been the previous 20 years; and, 2. Where is your advisor or financial planner then likely to be for the next 20 years? Professional Associatons: To stay current in financial plannning and investment advisory services, Grant, Ben, and Ron have actively participated in : The Tax & Estate Planning Sections of the Utah State Bar; The Salt Lake & Utah Valley Estate Planning Councils; The Financial Planning Association (including its Utah Chapter); NAPFA's (www.napfa.com) national, regional, and local conferences and study group, and, The Western States Pension & Benefits Conference. Ron has made professional presentations to most of these organizations. R.O.I. also associates with the Fidelity Institutional Wealth Services (Fidelity Investments): Fidelity serves as a doorway for investment advisors to access dozens of mutual fund families (not just Fidelity's), and literally 1000s of no-load, no-transaction fee mutual funds. R.O.I. has associated with FIWS since 1992 and continues to prefer Fidelity to the other two major providers (Schwab and TD Ameritrade). Personal and Family: Grant, Ben, and Ron are all happily married. Grant has four children, Ben has three, Ron has eight children and fifteen grandchildren. 351 East 140
North, Lindon, UT 84042-2004 |
