How do you create this blueprint (financial plan)?
First, I focus on your goals, priorities and values.
For example, enjoying a secure financial future in your retirement years is likely to be one of your most important long term goals. Another goal in life for some people is helping to fund education or leaving a legacy. The next step is an in depth review of your current financial situation including your time horizon and risk ability. Next, a customized plan is developed for you. Finally, to achieve the intended results, I help you implement and monitor your plan. For more details, see my 7 Step Process .
Tom Roberts named as a Sarasota area Five Star Wealth Manager.Fewer than 4% of wealth managers in the area qualify for the award. Sarasota Magazine and Five Star Professional chose winners based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, service, quality of recommendations and overall satisfaction. The award was announced in the November 2011 issue of Sarasota Magazine. |