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.

 

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Investment Planning
Every client has a written, personal plan

If you’re like many people, you may have left your investments on autopilot. You recognize the value in investment planning, but may find it too intimidating to tackle on your own.

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.

 

Income Protection & Asset Preservation
Independent Advice

​For most people, the possibility of an illness or injury severe enough to disrupt their income flow doesn’t even occur to them. If they do think about it, people often consider the chances slim. Many go through life with the “it will never happen to me” mentality.

The truth is that illness or injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. Perhaps you’ve considered this possibility and put some plans in place. If you have already taken steps to protect your income, when is the last time you reviewed your plan? Chances are you have experienced changes in your life since you last reviewed your finances. You may have gotten married or divorced, welcomed a child or grandchild, acquired or sold a business, received a new job or earned a promotion, or taken on new future financial obligations.

As your financial goals and needs change, your strategies to protect them may need to change. Remember that income protection affects other aspects of your planning process, including investment planning and insurance planning. Because your lifestyle and that of your family depend on your income, it is important to regularly review your specific goals, and actively plan for the possibility of severe illness or injury.

 

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.

 

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.

Financial Advisory Services Team


Matt Adams, CFP®, CLU, ChFC

Matt Adams, CFP®, CLU, ChFC

CERTIFIED FINANCIAL PLANNER™

Bio

Mark Coombe, CFP®

Mark Coombe, CFP®

CERTIFIED FINANCIAL PLANNER™

Bio

Bryan Decker, CFP®

Bryan Decker, CFP®

CERTIFIED FINANCIAL PLANNER™

Bio


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Recent News

Oregon CCBHC Program Successes to Date

Oregon CCBHC Program Successes to Date

Now that we are about a quarter of the way through the 2 year demonstration program, the National Council for Behavioral Health surveyed CCBHCs to find how they have been able to expand and improve services. Survey results show that when community behavioral health clinics are incentivized to provide evidence-based care and provided compensation that adequately covers their cost of doing business, they can provide access to care in their communities.

According to the National Council for Behavioral Health, CCBHCs are increasing access to mental health and addiction treatment; expanding capacity to address the opioid crisis; collaborating with partners in hospitals, jails, prisons and schools; and attracting and retaining qualified staff who offer science-based, trauma-informed services – often on the same day patients present for care. Click to see results from the 8 Oregon CCBHC’s that responded to the survey.

Noteworthy results from the Oregon CCBHC survey:

  1. 172 new staff positions have been hired by Oregon CCBHC’s because of the program. Oregon CCBHC’s are able to recruit and maintain better and more diverse positions and credentials.
  2. Some Oregon CCBHCs reported doubling of provider time with clients.
  3. 75% of Oregon CCBHC reported an increase in new clients that had pre-existing conditions that were previously untreated.
  4. Oregon CCBHC’s have expanded programs to assist in opioid treatment
  5. The majority of Oregon CCBHC’s are experiencing:
  6. Improved outreach
  7. New technologies supporting more efficient and effective care
  8. Same day access implementation and protocols
  9. New care programs and partnerships with schools, veterans and criminal justice systems
  10. Expanded crisis care capacity

 

 

Mathew Hamlin, CPA is a member of the Jones & Roth Behavioral Health team. He specializes in working with clinics who rely on grants and payer system revenue streams and provides audit, reporting and compliance advisory services for Behavioral Health clinics across Oregon & Southwest Washington. 

CCBHC Expansion Bill Introduced in the Senate

CCBHC Expansion Bill Introduced in the Senate

In December, Senators form Missouri and Michigan and Representatives from New Jersey and California introduced the Excellence in Mental Health and Addiction Treatment Expansion Act, H.R. 3931/S. 1905. This legislation would expand and extend the Excellence Act demonstration program in Medicaid (CCBHC program).

Currently, this demonstration is a 2 year, 8 state initiative to expand Americans’ access to community-based mental health and addiction care. The program started in Oregon in the spring of 2017. It lays the foundation for transformation of care delivery by setting standards for Certified Community Behavioral Health Clinics (CCBHCs) and establishing a Medicaid payment rate that supports the costs of comprehensive service.

The new bill, the Excellence in Mental Health and Addiction Treatment Expansion Act (H.R. 3931/S. 1905) would expand the program to include 11 more states that were not selected as part of the original and current 8 states. The bill would also extend the life of the original 8 states to include an additional year.

“This expansion is critical in making sure communities across the country have the resources they need to improve the lives of anyone living with mental illness or recovering from addiction,” said Senator Debbie Stabenow (MI). “Each and every state that came forward with a plan to increase access to community mental health services should have the support they need.”

“This bill will allow all states in the pilot program to continue the important work that’s underway, and enable more states to join the effort. I urge my colleagues to support this bipartisan bill, and help get us closer to our goal of treating mental health like all other health in this country.” said Senator Roy Blunt (MO).

 

Mathew Hamlin, CPA is a member of the Jones & Roth Behavioral Health team. He specializes in working with clinics who rely on grants and payer system revenue streams and provides audit, reporting and compliance advisory services for Behavioral Health clinics across Oregon & Southwest Washington. 

 

New Tax Reform Impact on Affordable Housing

New Tax Reform Impact on Affordable Housing

Jones & Roth strategic partner and affordable housing leader, Enterprise Community Partners, has created a concise summary of the new tax reform details that will impact Affordable Housing.

Enterprise reports that the Tax Cuts and Jobs Act retains the Low-Income Housing Tax Credit (Housing Credit), with no modifications. The amendment that Sen. Pat Roberts (R-KS) added to the Senate bill was removed in the final bill. This amendment would have replaced the existing Housing Credit general public use requirement exception for artist housing with one for veterans; treated rural areas as difficult development areas for purposes of receiving a basis boost; and reduced the maximum basis boost for all types of boost-eligible developments from 130 to 125 percent.

Read the full article on Enterprise’s website