What is financial planning?
Financial planning involves three basic steps - determining where you stand today, where you want to be, and the best way to get there.
With A New Approach Financial Planning, the process involves an initial in depth review of your current financial situation and creation of a blueprint, your personal financial plan, which shows you how to achieve your goals and objectives. If you prefer advice on only key issues, as opposed to a complete financial plan, I gladly offer that service. I also offer a retainer service for ongoing advice.
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. |