Affiliations
Professional Affiliations
Are you an attorney, accountant, insurance provider or other professional looking for an objective financial planner for your clients? Check out "The Difference" to see how we treat your clients.
Commitment to Professionalism
The Certified Financial Planner Board of Standards is a professional regulatory organization. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Tom Roberts is a CERTIFIED FINANCIAL PLANNERTM (CFP®).
Commitment to helping people from all walks of life 
The premier network of professional, objective advisors providing financial planning on an hourly fee basis. As staunch consumer advocates and fiduciaries, we demonstrate our commitment by making financial advice accessible to all people, not just the affluent.
Community Affiliations
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Sarasota Chamber of Commerce - |
Lakewood Ranch Business Alliance |
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AAII South West Florida Chapter - Program Chairman |
The Warehouse - Board Member |
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Junior Achievement |
Bath & Racquet Sports & Fitness Club |
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Sarasota Sailing Squadron |
Tuesday February 7 10:30 to 11:30 & Tuesday February 21 5:30 to 6:30 - Avoid Nursing Home Poverty
Deborah Roser, Esquire will discuss how to plan for nursing home care. You'll learn about options, including irrevocable trusts, qualifying for Medicaid and protecting your assets and income for yourself, your spouse and your heirs. It's never too late to plan, even if someone is already in a nursing home. Don't find yourself later saying, "I wish I knew this years ago."
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