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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!


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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 Roberts receives the Insignia Award for quality customer service

The Sarasota Chamber of Commerce bestows the Insignia Award to companies who have demonstrated superior service over more than five years.  See the article here.

Tuesday May 12, 2015 5:30 - 7:00 - Basics of Investing

Tom Roberts, CFP® will show you how to start investing. Learn how to match your goals to risks, set a diversified portfolio, choose investments and do it all at a reasonable cost. Everyone can learn the basics of investing!

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

Are You Saving Too Much?

It would be wonderful if you were saving more than you need. Unfortunately, for many it is a struggle to balance out current expenses, savings and income. Saving for your future is important, no matter what your goals or how far away they are. How can you tell if you are saving too much? 

Read the rest of the Bradenton Herald Article.