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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.

 

 
 

Tom on Credit.com - The New Reverse Mortgage Rules

Imagine receiving a foreclosure notice after your spouse dies, even though you are current on all of the payments. That’s just what happened to some widows and widowers who took out a reverse mortgage while their spouses were still alive.

Check out Tom's blog on the new reverse mortgage rules.

Trying Out Your Retirement

Moving from full time work is a huge change in your lifestyle. We have to adjust how we spend our time, fit into our relationships, and our finances. Check out my latest Bradenton Herald article on trying out your new lifestyle before making the retirement leap.

Tom named Junior Achievement business volunteer of the year

Junior Achievement award - Tom was named Junior Achievement business volunteer of the year for Sarasota county. Tom has been presenting JA programs since 2008 to students of all grade levels.

Please click here to see the Ad from The Business Observer.