Matt Adams - Financial Advisor in Eugene, OR | WiserAdvisor.com

Financial Advisory Services Our expertise is in utilizing integrated tax & investment strategy to spot strategic 
opportunities for both your business and for you as an individual. Investment Planning Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs. Remember that your investments affect other elements of your financial plan such as estate 
planning, education planning, and retirement planning. Securities offered through 1st Global 
Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global 
Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, 
MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state 
or jurisdiction. Retirement Planning No cookie cutter approach You may look forward to retirement as a time to savor the finer things in life, and as a reward 
for many years of hard work. Retirement dreams can inspire you, but you need to set goals if your retirement is to live up 
to your aspirations. We can help you start addressing the challenges planning for your retirement holds. We can 
analyze your current retirement plan and help make sure you are working steadily towards your 
goals.

Jones & Roth

At our initial meeting there is no cost. We use this time 
to make sure our services are in line with your goals. Are 
we a good fit? If yes, we move to the planning stage.

I offer comprehensive Method 10 planning. 1)Investment 2) 
Tax 3) Asset Protection 4) Retirement 5) Business 6) Estate 
7) Insurance 8) Education 9) Special situations 10) Debt. 
You will be provided an analysis of current situation, 
recommendations and monitoring on progress.

I service many business owners, helping with retirement 
plans, business succession and transition to retirement.

I will create a personal investment strategy built around 
your unique goals, time horizon and tolerance for market 
volatility. A written Investment Policy Statement that 
establishes guidelines on how your portfolio will be 
managed.

Review available resources for retirement income, to include social security, pensions, other income sources and retirement plans to develop a secure retirement

Before a rollover; review available plans for appropriateness of a rollover.  If a rollover is recommended I can facilitate the rollover to keep tax deferred and/or tax free status

I will make client's aware of best options available considering, costs, taxes, diversification and transparency.  At different points investments in individual stocks and bonds, mutual funds and exchange traded funds depending on the situation.  On some occasions REITs and annuities are recommended when appropriate.

Provide direction on money management tools and direction on how to live on less than you make, and invest the difference.  Addressing debt management issues and balancing above goals with the need to pay these obligations.

Matt Adams

Jones & Roth

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