How do we get started?
Call me at 941.927.9590 to schedule an appointment.
There is no charge for the initial consultation, which will generally take about 45 minutes. I ask that you complete our Confidential Financial Questionnaire and FAX or email before our meeting. At our meeting, we will discuss your financial planning goals and needs. I will explain my services in detail and provide you with a written price quote.
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. |