PERSONAL SERVICES

• Divorce Planning

• Estate & Trust

• Financial Advisory Services

• Investment Services

• Tax Planning & Preparation

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Investment Services

Jones & Roth is pleased to offer investment advice as part of our complete package of financial advisory services.

Many financial planning groups offer their own line of investment products, such as mutual funds, and often advise their clients that their particular product line is the best for each client.

We take a different perspective. We feel that your personal investment plan should be a reflection of your values, not a particular company's product line. Instead of focusing on products, we start by identifying the things you value most. Our planning process starts with these types of questions:

• What do you value the most in life, and how can your investments support those values?
  
• When, and in what level of comfort, do you hope to retire?
  
• What do you want to achieve with your investments?
  
• What concerns do you have about the future?
  
• How can your investment plan allay these concerns?
  
• With what level of risk, or volatility, are you comfortable?

By approaching your investments from this perspective, we cut through the layers of confusion brought by the huge variety of investment products offered today. First we learn what you want to achieve, and then we help you design the best method to achieve it.

Our value-oriented perspective doesn't mean that you have limited options. We can offer you many investment options from a wide variety of companies. The difference is that we guide you to the investment products that support your values.

• Over 8000 mutual funds
  
• Real Estate Investment Trusts (REITs)
  
• Fixed and variable annuities
  
• Tax advantaged investments
  
• Private asset management
  
• Rollovers and transfers
  
• Brokerage services
  
• Managed accounts
  
• 529 Plans (Educational)
  
• 401(k) / 403(b) / 401(a) / 457
  
• Pension / Money Purchase / Profit Sharing
  
• IRA, Roth IRA, SEP

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AZ, CA, CT, HI, IL, NC, NV, OR, TX and WA.  This is not an offer to sell securities in any other jurisdiction.

To speak to a licensed CPA about your investments, please contact your local office or use our information request form.