wiseradvisor


Matt Adams, CFP®, CLU®, ChFC®
Jones & Roth

Tel: 541-434-7320
260 Country Club Rd
#100
Eugene, OR 97401
Jones & Roth | Financial Advisor in Eugene ,OR

The Right People Beside You


About Matt Adams

Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Matt has over 20 years of experience in the financial services profession.

Matt is a CERTIFIED FINANCIAL PLANNER professional (CFP), Chartered Life Underwriter (CLU) for special knowledge in risk management, and Chartered Financial Consultant (ChFC). He has passed the Financial Industry Regulation Authority (FINRA) Series 7, 63 & 65 exams. Matt is also insurance licensed in OR, CA, WA, AZ, TX, IN, NM, AR, MI, ME, OH, FL, & KY.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boardâ¬"s initial and ongoing certification requirements.

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
Matt is licensed to offer securities in AZ, AR, CA, CO, HI, IL, IN, MT, NC, OR, WA. This is not an offer to sell securities in any other state or jurisdiction.


About Jones & Roth

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.

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General Information

Firm Start Year:   2002
No.of Employees:   5-9
Name of Broker/Dealer:   Avantax Investment Services
Name of Custodial Firm:   National Financial Services
Number of Years with Current Firm:   8
Work Experience:   I earned the CERTIFIED FINANCIAL PLANNER designation in 2004.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Money Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals

Services

Investment Types:   Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Your Office, Video Conference, Our Office, Your Home, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:   200_
Advisor's Number of Planning Clients:   50
Assets Managed by Advisor:   $125,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Commissions, Based on Assets
Fee % Based on Assets:   1% - 1.25
Additional Details on Charges:   Financial Planning fees start at $500 Investment advisory Fee ranges from 1% to 1.25% If a commission based solution is used, it is fully disclosed and no fee is charged on the account.

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Financial Services

Financial Advice & Consulting

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.

Financial Planning for Individuals

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.

Financial Planning for Businesses

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

Portfolio Management

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.

Retirement Planning

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

401K Rollovers

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

Investment Management & Advice

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.

Money Management

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.


Faqs

Do you have a customer satisfaction or refund policy?

For financial plans a client can cancel at any time.

Why should I choose you as my financial advisor?

Certified Financial Planner practitioner for 16 years.

What are your qualifications? What is your education background?

The Certified Financial Planner Board of Standards outlines the process as follows: 1) Understanding the Clients Personal and Financial Circumstances 2) Identifying and Selecting Goals 3) Analyzing the Clients Current Course of Action and Potential Alternative Courses of Action 4) Developing the Financial Planning Recommendation(s) 5) Presenting the Financial Planning Recommendation(s) 6) Implementing the Financial Planning Recommendation(s) 7) Monitoring Progress and Updating

How do you charge for your services?

Fees. In limited scope there are some situations that I earn a commissions.

How are you compensated? How will I pay for your services?

My client's pay me through fees. In a small percentage of client relationships I do earn a commission. These are limited typically to a solution that is only available in that relationship. Examples insurance or real estate. It is fully disclosed to client before the transactions in those instances where it occurs.

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Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Blachly Brownsville
Cheshire Creswell
Dexter Dorena
Elmira Eugene
Halsey Harrisburg
Junction City Lorane
Lowell Marcola
Monroe Noti
Pleasant Hill Springfield
Veneta Walterville

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