Our Services

Family on beachPersonal Financial Planning

Personal financial planning benefits everyone; Families, couples or individuals.  You don't have to be wealthy to build a successful financial future.

We most commonly provide advice on:

•    Creating income
•    Retirement planning
•    Investing
•    Managing risk
•    Spending and savings plans
•    Tax planning strategies
•    College funding
•    Estate planning

We create complete financial plans or tailor our advice to meet your needs.  If you need a complete financial plan, we follow a 7 Step Process to assure we cover all your concerns.

If you have an immediate concern or want to do a quick review of your investment portfolio, we offer a Financial Reality Check. One and a half hours of consultation on your choice of topics.

For advice on a specific topic or question, we can provide advice on an hourly basis.

Check out the FAQs for more information on our planning process.

It's about your financial future. Contact us today to get started!

 

Financially astute employees Group Savings Plans & Financial Education

A New Approach Financial Planning helps small businesses set up low cost employee savings programs.  We also provide financial education programs for employees and groups. Numerous studies have shown that financially literate employees make better decisions and are more productive employees.

Financial education and savings programs can help your company or group by:

•    Attracting and retaining better qualified workers
•    Improving employee productivity
•    Improving employee satisfaction
•    Reducing recruiting, health care and training expenses
•    Improving benefits for owners

If you already have a savings plan, I can customize a educational program to make it more effective at very little cost to the company.

Contact us today to find out how we can help your company!

16 June 2017
Bradenton Herald Articles
A friendly warning: Don’t unknowingly give your property to the state.Common law in the United States includes a process in which unclaimed property is turned over to states. The intent of this process, called escheatment, was to ensure that property...
24 April 2017
Bradenton Herald Articles
With the 2016 federal tax return filing deadline of April 18 – yes, that is correct – rapidly approaching, let’s talk about how you can use your tax forms to improve your finances.Before you file away your 2016 tax forms, spend a few minutes to see h...
15 March 2017
Bradenton Herald Articles
When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest rate, inflation, default, political, currency, liquidity, volatility and others.Some...
11 December 2016
Bradenton Herald Articles
Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math says the financial value of bonds will decrease. The value in owning bonds is...