ABOUT R.O.I.

• “Return on Investment”• Ron Olson = 35+ Years• R.O.I. = Since 1992• Stability

ABOUT R.O.I. (continued)

“FAMILY MANAGED, OFFICE IN THE HOME” MODEL•Very Attentive•Comprehensive Service•Experienced Experts•Very Competitive Costs•Electronically Linked

ABOUT R.O.I. (continued)

• A Second Generation FP/IA Business

• Very Rare• Same Place 20 Years –

Virtually Impossible• Experienced Second

Generation to –

Take Care of Clients, and

Clients’ Succeeding Generations

ABOUT R.O.I. (continued)

With BEN, RON AND GRANT YOU GET:

• Bachelor Degrees in Accounting and Business

• Master Degrees in Accounting and Business

• A Doctorate Degree in Law• Two Certified Financial

Planners, and one CPA• Call R.O.I. – Talk to Grant,

Ben or Ron!

• Grant & Ben – Age 13• Full-Time –

Grant – 2003Ben - 2005

ABOUT R.O.I. (continued)

FIDELITY INVESTMENT ADVISOR NETWORK – 1992

•Most, quality no-load, no-transaction fee MFs;

•Best service to small Investment Advisors

Network = Single Doorway to:

•Dozens of MF Families;

•1000s of no-load, no-transaction fee MFs

TWO QUESTIONS:1. Where has your advisor been for the previous 20

years?

2. Where is your advisor likely to be for the next 20 years?

With R.O.I., the answer to both of these questions is the same, i.e., the same firm and the same offices.

STABILITY!!!

ABOUT R.O.I. (continued)

• Not Only The Wealthy• Full Disclosure• Minimize Conflicts of Interest

ABOUT R.O.I. (continued)

COMPENSATION = BEST OVERALL INTEREST OF CLIENTS1. Fully discloses all compensation; and,2. Minimizes conflicts of interests.

R.O.I.’s Pledge = “Take Care of You” for a long time

Handsomely rewarded = When pledge is accomplished

R.O.I. ‘S TWO MAJOR SERVICES TO CLIENTS:

1. Comprehensive Financial Planning; and,

2. Active Investment Management

(More detail? Click “Services” button in the left hand column.)

ABOUT R.O.I. (continued)