Compliance Disclosure

All written content on this site is for information purposes only.

Opinions expressed herein are solely those of Tom Roberts, CFP ® Principal, A New Approach Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation.

Fee-Only financial planning and investment advisory services are offered through A New Approach Financial Planning, a registered investment advisory firm in the State of Florida. Investment advice and services are contingent upon execution of the Client Services Agreement.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Florida. We are legally empowered to provide investment advisory services to residents of Florida and on a very limited basis to individuals in some other states.

Annuity ABC's

While these insurance products can be complex and confusing, annuities can provide steady income at lower risk. Tom Roberts, CFP®, will help you understand the different varieties, costs and options, so you can decide if an annuity is right for your situation.  Free. Information and RSVP at StraightTalkSarasota.com or 927-9590.

Tuesday, May 22, 5:30 - 6:30 p.m., Fruitville Public Library, 100 Coburn Road, Sarasota.