Tom Roberts, CFP® Named as Five Star Wealth Manager
Tom Roberts, CFP® owner of A New Approach Financial Planning was 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.
Tom Roberts is a CERTIFIED FINANCIAL PLANNERTM. He noted, "We help you achieve your dreams. We listen and focus on your concerns, then we create a personalized financial plan to assure that your financial resources support your goals."
A New Approach Financial Planning provides individuals and families with customized personal financial plans, retirement planning and investment management. Objective advice is provided on an hourly fee basis, without any product or investment sales. The company has offices in Sarasota and Lakewood Ranch. Learn more by visiting ANewApproachFP.com.
Tom was quoted in the SmartMoney series Retire Here, Not There: Florida.Sarasota was one of communities chosen to be highlighted for the article. Sarasota was noted for its high concentration of cultural attractions, beaches and lower cost of living. Read the article here. |