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Welcome to A New Approach Financial Planning!

How can I create income for my retirement?

Which is best for me - a Traditional IRA or a Roth IRA?

How can I manage my investment risks?

Today's financial questions and decisions can be complex. Getting questions answered and finding information to make smart decisions takes time. Time most people don't have today. Tom Roberts is a Certified Financial Planner™ who can help you improve your financial situation. As an objective financial planner, we provide information and guidance, so you can make the best choices for your future.

ANA 25 SmallAt A New Approach You ...

•   Get objective, independent advice
•   Receive customized advice on an Hourly, Fee-Only basis
•   Retain control of your assets
•   Get advice as you need it, a complete plan or one topic
•   Work with a Certified Financial Planner™

At A New Approach We ...

•   Listen to our clients
•   Believe everyone can benefit from financial planning
•   Provide advice only - No investment or product sales
•   Are paid directly by our clients for our advice - No commissions, asset fees or third party payments
•   Are fiduciaries - your best interest is always our first concern
•   Are a Florida Registered Investment Advisor

 

Want to know more about are the benefits of working with a financial planner like me? Here's the Difference.

Check out Our Services and 7 Steps to Success for more information on how we work and services we provide.

Are you ready to take A New Approach to your financial life? Contact Us today to get started. You'll be glad you did!

 

W Garrett

A New Approach Financial Planning, a member of The Garrett Planning Network, Inc., provides objective, hourly, fee-only financial planning services to a wide range of clients from all walks of life, income levels and backgrounds.

We pride ourselves on our experience, service and sensitivity to client needs and wishes.

 

 
 

7 Ways to Deal with Market Volatility

All investment markets, including stocks, bonds, real estate and commodities, experience price and total return volatility. In the last few months, volatility has increased in markets due to global economic and political conditions. For information on dealing with Market Volatility please read this Bradenton Herald Tribune Article.

Tuesday November 4, 2014 1:00 to 2:30 - Getting Ready for Retirement

Retirement brings many changes to our lifestyles and finances. Some are uplifting and some challenging. Are you ready to deal with these issues? Tom Roberts, CFP® will talk about the impact of these changes and what you can do to prepare your finances.

Free.  Workshop at South Manatee Library 6081 26th Street West Bradenton.  Information and RSVP at 941.927.9590.

Tuesday September 9, 2014 5:30 to 7:00 - Annuity ABCs

Tom Roberts, CFP® defines the different types of annuities, advises in what situations they are useful and where they are not appropriate. Annuities can provide you with a steady income and lower some of your risks. Annuities are insurance products and can be complex, expensive and confusing. Learn how to find the Good, avoid the Bad and Run from the Ugly.

Free.  Workshop at South Manatee Library 6081 26th Street West Bradenton.  Information and RSVP at 941.927.9590.