Financial planning is sometimes thought of as something that is only for the wealthy. This is far from the truth.
King of Prussia, PA (PRWEB) September 20, 2016
Rick Diamond, AIF, announced today the launch of a new financial services company created to help individuals, families, and business owners understand complex financial options and empower them to make sound financial decisions. The ROI Group, LLC, is headquartered at 550 American Avenue, Suite 203 in King of Prussia, Pennsylvania.
The ROI Group’s family-focused, business-minded team is comprised of risk management, wealth management, and retirement specialists, as well as former business owners. They provide individuals of all ages and families with education about and services related to savings and wealth building, college planning, retirement options, insurance, and brokerage accounts that include stocks, bonds, mutual funds, and more.
The team also works with business owners and key personnel at startups, growth companies, mature companies and those getting ready to sell or transfer, and family-owned entities. Some of The ROI Group’s experts share their business experiences and also provide financial services for businesses related to employee benefits, executive compensation, tax mitigation, risk management, and business operational insight.
“We are taking a fresh approach to financial service, and our goal is to fill a void that has existed in financial education and awareness for too long,” says Diamond. “We believe that many people want to build solid financial foundations and are capable of doing so with the proper resources and tools. Unfortunately, people do not know what they do not know. Risk management is often thought in terms of the “pushy” insurance salesperson. Financial planning is sometimes thought of as something that is only for the wealthy. This is far from the truth. Our goal is to provide guidance, education, and strategy for clients so that they can see and understand all the options and make the best decisions for themselves.”
As part of the The ROI Group’s mission of education, the company has launched a new website and blog, The ROI Factor, with free resources for users. Downloadable content includes guides, infographics, white papers, and top tips. Many of these resources are created by personnel at The ROI Group and some were created by trusted and industry-approved third parties.
Rick Diamond has over 30 years of business and financial services experience. He previously held positions with First Financial Group, Karr Barth Associates, The Cypress Trust Group, and AllianceBernstein. Early in his career, he built and sold a two added-value apparel companies, and still advises apparel and retail companies.
Contact The ROI Group to schedule a free financial services consultation for your self, your family, or your business.
About The ROI Group, LLC
The ROI Group, LLC is a thoughtful, passionate financial services company that helps individuals, families, and businesses build, manage, and protect their futures. Founded by entrepreneur and financial services veteran Rick Diamond, AIF, our company offers guidance, education, and strategy to help people achieve their financial and business goals. Services for individuals and families include savings and cash building, insurance and protection, college planning, retirement planning, and brokerage accounts. Services for businesses include tax mitigation, business operational insight, employee benefits, executive compensation, transfers and exits, and risk management. The ROI Group is headquartered in King of Prussia, Pennsylvania.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory service offered through Investment Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Advisor. Cambridge and The ROI Group (Reliable, Objective Information), LLC are separate entities. Licensed to offer securities in the states of Pennsylvania, Delaware, New Jersey, New York, and Massachusetts.