To print this page properly - use Print icon located on the page.
Please note that JavaScript has to be enabled.

 

Regulatory Disclosure

Money Matters, Inc. is a Minnesota business corporation and Registered Investment Advisor. Rod Roath, its President, is a Certified Public Accountant (CPA) licensed in Minnesota and a Certified Financial Planner®.  All written content is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is not a solicitation or an offer to provide fee-only financial planning, tax planning or tax return preparation and investment advisory services except in Minnesota or other states where an exemption or exclusion from such registration exists. Information contained herein is limited to providing general information on our services and provides a means for you to contact us for specific advice. Accordingly, we do not render investment, tax and financial planning advice through this website. Professional advice can only be rendered after all of the following conditions are met:

You sign and return our engagement letter, client agreement or investment advisory agreement, and

For investment-related advice, we deliver to you our Securities and Exchange Commission Form ADV-II providing required disclosures on our firm.

Information presented on this site is obtained from sources believed to be reliable. We do not warrant or guarantee the timeliness, completeness, suitability or accuracy of any information posted on this or any linked website. Nothing on this web-site should imply that past results are an indication of future performance. Opinions expressed herein are solely those of Money Matters, Inc.

 
 

     Money Matters, Inc.