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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!

 

September 7, 2016 (3:00 - 4:30) - Sustainable Investing

Investors have become more interested in the business practices of the companies in which they invest. Recent studies have indicated that following sustainable practices is not only good for the environment and society but, also leads to better company performance. Tom Roberts, CFP® will explore this factor, how to research companies and decide if it is significant to your investments.

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

Lakewood Ranch financial planner looks at costs of health care in retirement

It is no secret that health care is expensive. For most of us, annual health-care costs increase as we get older and threaten to become our largest expense item. Fidelity's latest study proclaims that the average 65-year-old will need $245,000 to cover health-care costs in their lifetime.

Read the rest of the Bradenton Herald Article.

Thursday July 14, 2016 4:30 to 5:30 - It's My Money! Earning, Spending & Saving (Tweens)

Do you earn money or get an allowance? Great! Let's talk about how to decide what to do with your money, saving and how it can help you do the things you want.

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