Do you provide just comprehensive financial planning?
No! Although a comprehensive financial plan yields the greatest benefits.
I also limit my services to your specific needs like investment analysis, cash management and budgeting, retirement plan recommendations, income planning, or college funding - whatever is critical to you right now.
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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 8, 10:30 - 11:30 a.m., Fruitville Public Library, 100 Coburn Road, Sarasota. |