Are you ready to take a fresh approach to your financial future? After years of success in the business world, The ROI Group was founded to help business owners and the individuals that run them do just that. We provide the education and expertise, you make the decisions. Pressure not included. You want to build a solid financial plan for your business, your family, or yourself.
You want to understand your options and make the right choices, but you can't get away from pushy, commission-driven financial planners and consultants. You want to work with people you trust. Sound familiar? You're not alone. Our fresh approach is designed to work with people like you.
You want to understand your options and make the right choices, but you can't get away from pushy, commission-driven financial planners and consultants. You want to work with people you trust. Sound familiar? You're not alone. Our fresh approach is designed to work with people like you.
Services
Why did we start The ROI Group? Because as family-focused and business-oriented people, we saw a serious void in financial services education for individuals and businesses. From our personal experiences and those of our families, friends, and business colleagues, we know that most people just want to find a way to save money, eliminate debt, live a comfortable life and leave money to their kids.
Our leadership has substantial experience working with people who have built and sold companies. Whether you're trying to start a business, sell or transfer your life's work, or grow your company to a tipping point of success, you can leverage our financial and business expertise en route to accomplishing your goals.
No matter what phase a business is in, its leadership has financial challenges. During our 30 years of experience owning, running, growing, selling, and advising businesses of all sizes, we've probably seen many of the financial hurdles you need to overcome. Our services are designed to help you, in your unique situation, do just that.
A substantial number of lawsuits have been filed against companies and their employees who offer retirement plan benefits. These lawsuits have come about in part because of improper administration of the plans by their "fiduciaries". Unfortunately, if you are an officer or are involved in the administration of your plan, you are a Fiduciary - and could be at risk.
We've outlined some major challenges that leaders at all types of organizations face. If you have some worries of your own, contact us to speak with a business expert who has probably been in your shoes - or at the very least has advised someone who has dealt with what you're up against. Q: I want to offer benefits to my employees, but can't afford many of them.
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