ROTH & ASSOCIATES - About Us

PURPOSE, PRINCIPLES AND MISSION:

ROTH & Associates

Subscribes to a rigid code of ethics.

We are committed to do all we can
to protect our clients assets.
Through education and consultative
processes we provide
qualified financial choices to
those with financial and
retirement concerns.

We are dedicated to assuring
safety of principal,
stability of future retirement amounts,
predictability of growth and
financial peace-of-mind thereby
enabling a healthier and more secure
life for our clients ©

WHY:

There will be millions of people retiring within the next 10 years. Most have done nothing to ensure or insure income fortheir future years other than risk it withWall Street in 401(k)s and other risky retirement vehicles.Are there better and safer alternatives? Yes!

There are tried, established, and solid alternatives to the
uncertain and unreliable hazards posed by the risk industry.

Education is the answer.

There are things people need to know, ideas and strategies that should be considered before they go further down their road to ‘The Golden Years’. There are many alternatives that have been ‘hiding in plain sight’. , steady, predictable, guaranteed, simple, easy, available. We bring to light solutions and how they work for you.

WHAT:

We show you a safer route to a pleasant and
fruitful financial journey.

HOW:

We present a series of proprietary questions developed through years of research, study and experience. These questions assist clients, and us, to uncover where they want to be, why they are where they are and what needs to be done to achieve their goals.

Education is the answer.

Our approach is designed to enhance

Financial well being,
Not out living your money,
Leading to emotional well being,
Leading to physical health,
Leading to longer life.

We are in our third decade of assisting clients to maximize their future values by putting importance on their objectives and resources,
tax efficiency and dollar stretching techniques.

Most people prefer to be logical and can be counted on to make their own decisions in their own best interest once they receive reliable facts and verifiable information.

Education is the answer.

We present ideas, concepts, and ‘what if’’
scenarios that introduce modern state-of-the-art tools and solutions in a relaxed, business-like,
yet; comfortable atmosphere.

Our recommendations take advantage of
proven, tested approaches.
ROTH & Associates is for the cautious and
those who want to have a
rock solid foundation under their retirement.

If you are open to some fresh ideas,
simple approaches,
and plain talking,
you should schedule a short and
informative visit.

There are those, who upon hearing new facts reject them
if they do not fit their prior beliefs. They are
unwilling, to expand their experience or view.
They will continue to repeat their past.

There are those who upon hearing new concepts
examine them to see if there is any
value to be gained from the information.
They are the “curious” and
by learning, will grow and prosper.

“Look beyond what you know;
to get results beyond what you have.”
J. A. Roth

JAN ROTH, Principal

Jan was raised in Indiana, educated at Culver Military Academy, and University of Virginia. Majored in psychology and sociology, served in US Army stationed in Germany and graduated from Indiana University, School of Business, BS, Finance.

Midwestern values and military academy discipline influenced his cautious approach. Safety and conservation are considered before any other benefits for his clients.

Beginning and continuing his career, as an entrepreneur, owner and CEO of medium size companies and then into consulting, he graduated into "seniorhood".

Jan's mission is to help liberate people from their habitual attachment to WallStreet as the environment to place their faith and hard earned nest eggs. Also to provide insights into other behaviors that hinders financial growth and well-being.

Protected growth and insured income that can ensure not outliving their money are central concerns of most people and it is to those concepts that Jan is focused.

Jan invites collaboration with your current accountant and/or attorney. His years of business experience and success plus a lifetime of meeting the family and personal challenges of a husband to Rita, father (blended family of six children) and grandfather (of nine) have given him the insight and "know-how" to add value for clients and enhance the quality of their retirement years.

DARRYL GODREAU, Principal

Darryl is client-orientated, hard-working, and warm-hearted with dogged determination to provide a soft and comfortable environment for our clients.

Along with a caring spirit with an emphasis on insight, mature judgment and wise guidance Darryl has earned a reputation of nurturing clients and families in financial security.

Darryl has more than 20 years in the financial industry in advisory as well as executive positions. He helped hundreds of grateful clients with his knowledge and insight into the advantages and pitfalls of the financial and insurance industries. He specializes in programs designed to achieve clients' personal and family goals.

Darryl is a veteran of 4 years in the Air Force in the Vietnam era. He is an alumnus of the University of Connecticut. Darryl's professional experience began as a computer programmer and systems analyst at CIGNA, the Hartford, and AETNA before advancing on to further his career goal of working with people and assisting them to achieve financial well-being and security. He has earned many awards for service from the top financial firms in America.

Darryl is married, and his wife has a professional practice in family therapy. They are grandparents of three lovely granddaughters. He believes that folks who are provided insight, reliable information, and honest direction can then determine for themselves which way to go in their own best interest.