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.
