A New Approach Financial Planning

Getting Financially Fit

If you want to feel better about your life, you need to get fit. That doesn't just mean being physically fit but having a healthy financial life. Being financially healthy has some of the same benefits as being physically fit. You can lower your stress level, sleep better, be energized and have more control over your future.

Retire to Florida - Tom quoted in SmartMoney

Tom was quoted in the SmartMoney series Retire Here, Not There: Florida. Sarasota was one of communities chosen by reporter Catey Hill to highlight for the article. Sarasota was noted for its high concentration of cultural attractions, beaches and lower cost of living. Read the article here.

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.

Bradenton Herald Investment Column

Tom's latest Bradenton Herald article is "Portfolio Allocation from 30K Feet".

Click here to read the story.

The Greater Sarasota Chamber Of Commerce Board Of Directors

Tom Roberts is named to Board of Directors of The Greater Sarasota Chamber of Commerce.

He was selected to be the Chair of the Membership Benefits and Events council.

Click here to read the story.

2010 Partner Of The Year

Tom Roberts recognized as 2010 Partner of the Year by the Sarasota Chamber of Commerce.

Click here to read the Bradenton Herald Tribume article.

Click here to read the Greater Sarasota Chamber of Commerce press release.

Living Out East - Financial Gifts

Tom recommended a low cost financial gift everyone can give their loved ones for a Living Out East article.

Click here to see the article.

SNN6 News Interview - Evaluating Your Mortage

Tom Roberts is interviewed on SNN6 News about what people should do if they are having difficulties paying their mortgage.

Click "read more" to watch the video.

Tuesday February 7 10:30 to 11:30 & Tuesday February 21 5:30 to 6:30 - Avoid Nursing Home Poverty

Deborah Roser, Esquire will discuss how to plan for nursing home care. You'll learn about options, including irrevocable trusts, qualifying for Medicaid and protecting your assets and income for yourself, your spouse and your heirs. It's never too late to plan, even if someone is already in a nursing home. Don't find yourself later saying, "I wish I knew this years ago."