As a registered investment advisor R.O.I. provides fee-only wealth management (or investment advisory services) and financial planning services. R.O.I.'s advisors and planners are CERTIFIED FINANCIAL PLANNER™ Professionals and members of the National Assocation of Personal Financial Advisors (or NAPFA), which is an exculsive association for fee only advisors. Being members of this association and having extensive edcuation and training helps R.O.I.'s advisors and planners provide great services at a fiduciary level, which help clients feel safe and secure in a ever changing world (see http://www.roionweb.com/fee_only_cfp_professional_utah.html for more info.)
R.O.I.'s comprehensive financial planning services include consulting and planning in the following areas: investments (including stocks, stock options, bonds, mutual funds, ETFs, annuities, etc.) retirement plans (401k plans, IRA, Roth IRA, SEP IRA, Defined Benefit Plans, other defined contributions plans, etc.), retirement, estate planning, insurance, taxes, budgeting, kids grandkids goals, education planning, etc.
For more information about R.O.I. visit us at http://www.roionweb.com/.