Compliance Disclosure

All written content on this site is for information purposes only.

Opinions expressed herein are solely those of Tom Roberts, CFP ® Principal, A New Approach Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation.

Fee-Only financial planning and investment advisory services are offered through A New Approach Financial Planning, a registered investment advisory firm in the State of Florida. Investment advice and services are contingent upon execution of the Client Services Agreement.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Florida. We are legally empowered to provide investment advisory services to residents of Florida and on a very limited basis to individuals in some other states.

Careful planning needed to meet retirement health care needs

Health care is expensive. With the efforts to balance government budgets, the trend of shifting more costs to the consumer is likely to continue. Whether we are retired or planning for retirement, the numbers can be daunting.