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Welcome to A New Approach Financial Planning!

How can I find enough income for my retirement?

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

Is this investment too risky for me?

How can I save enough for retirement, higher education and still pay my bills?

Today's financial decisions can be complex. Gathering information to make knowledgeable decisions takes time. Time most people don't have today. Tom Roberts is a CERTFIED FINANCIAL PLANNER TM who can help you improve your financial situation. As an objective financial planner, I provide information and guidance, so A New Approach - Sarasota Registered Investment Advisoryou can make the best choices for your future.

A New Approach...

At A New Approach Financial Planning I am committed to you, the client.

•  I listen to my clients
•  I provide objective, independent advice
•  I am a fiduciary - your best interest is always my first concern
•  I am a CERTIFIED FINANCIAL PLANNER TM (CFP®)
•  I am a Registered Investment Advisor
•  I believe you should remain in control of your assets
•  I believe everyone can benefit from financial planning
•  I provide customized advice on an Hourly Fee-Only basis
•  I provide advice as you need it, a complete plan or one topic

As a fiduciary, I am required to put your best interests first. I can provide objective advice because I work only for you - I do not accept commissions or other monetary compensation from referrals, product sales or third parties. I am paid directly by my clients, on an hourly fee or project basis.

What are the benefits to you to work with a financial planner like me? Here's the Difference.

Looking for a complete financial plan? - Check out Our Services and 7 Steps to Success.

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

 

Garrett, CFP, Registered Investment Advisor, IRA, Roth

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.

 

Investment Allocation for Tax Benefits

Tax regulation and rate changes have made it more important to put your investments in the right account to achieve the greatest possible tax benefits. You can see more benefit by dividing your investments in different tax buckets.  Check out the article here.

Investing for Income - Straight Talk! May 6, 2014 (5:30 - 7:00)

Tom Roberts, CFP® shows how to obtain income from your investments. Creating income from your investments is very different from building your nest egg. The media is full of investment strategies and "products" to help you deal with these risks. We will discuss the pros and cons of the most common products, how to avoid financial sharks and make wise choices. Free. Workshop at South Manatee Library 6081 26th Street West Bradenton. Information and RSVP at 941.927.9590 

Tom was elected Chair of the Membership Division of the Sarasota Chamber of Commerce.

Tom will oversee the Membership Services & Benefits Division for 2013 - 2014.  He was also appointed to the Board of Directors for a third year.