While there is no concrete financial path that guarantees wealth, we've seen common trends among people and their families who have found financial success. Our services can help you and your family every step of the way.

In our first meeting with clients, we don’t start by telling you what you need. We start by listening to your goals, and together we determine the best plan for your situation based on our expertise and, more importantly, your common sense.

How are we different?

For starters, we aren’t tied to a large financial company. This means that we don’t live and die on commissions. There’s no pressure on us to sell specific products and services, so there’s no pressure on you to buy them.

Below is a full list of services that we offer that includes some terms you may know and others you don’t. Each of these services support levels of our typical model of a successful financial plan, outlined in The ROI Group Financial Pyramid.

We invite you to look through this information and contact us if you’re interested in a no-obligation, no-cost meeting to review your current financial status.

Services For

Individuals & Families

  • Savings & Building Wealth

    • Sound Financial Blueprinting
    • Goal Setting
    • Debt Reduction (Student Loans, Credit Cards & More)
    • Emergency Fund Planning (Loss or Transition of Job, Unforeseen Expenses & More)
    • Savings Strategy & Accounts

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  • Protection & Insurance

    • Life Insurance (Whole, Variable, Term & More)
    • Income Insurance (Disability Insurance)
    • Long Term Care Insurance & Planning
    • Medical Insurance: MediGap, Medicare Advantage & More
    • Funeral Expense Planning
    • Estate Planning
    • Special Needs Planning
    • Additional Senior Services (Final Expense, Burial & More)

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  • College Planning

    • 529 Plan
    • Coverdell Education Savings Account (ESA)
    • Uniform Transfers to Minors Act (UTMA)
    • Uniform Gifts to Minors Act (UGMA)
    • Unconventional College Savings & Funding Plans
    • Tax Strategies

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  • Brokerage Accounts

    • Stocks
    • Bonds
    • Mutual Funds
    • Separately Managed Accounts
    • Alternative Investments
    • Annuities
    • Individual Accounts
    • Joint Accounts
    • Custodial Accounts

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  • Retirement

    • Complete Retirement Planning (Strategy, Withdrawals, Tax Implications & More)
    • Traditional IRAs
    • Roth IRAs
    • SEP IRAs
    • Simple IRAs
    • Rollover IRAs
    • 401K Plans
    • 403B Plans
    • 457 Plans
    • Defined Benefit Plans (Pension Maximization)

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  • Older Adult

    • Medicare Education & Consultation
    • Medicare & Health Care Plans/Reviews
    • Medicare Supplements (Medigap)
    • Medicare Advantage
    • Prescription Drug Plans
    • Dental, Hearing & Vision Plans
    • Cancer, Heart Attack & Stroke Protection
    • Hospital Indemnity Plans
    • Short Term Recovery Plans
    • Home Healthcare Plans
    • Final Expense & Burial Protection
    • Guaranteed & Simplified Issue Policies

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Need help or have questions?

Contact The ROI Group

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