How can a financial advisor help me?

If you are looking for financial peace of mind, you can benefit from working with a good financial advisor.

I serve people of all income levels and from all walks of life - whether the need is to answer one quick question or ongoing financial planning and investment advice. Because I charge on an hourly or project basis, I offer an affordable opportunity for beginners, middle-income Americans, and do-it-yourselfers to get quality financial and investment advice.

Each individual's situation is unique. Someone just starting out may need a detailed, long term plan while someone else already on the road to achieving their goals may need a new strategy, professional insight, or a second opinion of an existing plan. That's why I work to custom tailor my services to meet each individual's needs.

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.