Who We Are

A New Approach Financial Planning is a financial planning firm with offices in Sarasota and Lakewood Ranch, Florida. We are different from other financial advisors in the area.

We provide objective financial advice on an hourly, fee basis. Our clients are individuals, families, business owners and company employees interested in receiving advice to improve their financial future. Our primary focus is to help clients design and implement customized financial plans to achieve their goals. Personal financial education is an important part of our process. We believe that an educated consumer will make better choices. Our clients maintain control of their assets by owning their accounts and implementing the recommendations. For more information on our investment philosophy and processes check out the FAQs.

We do not have a minimum account size or income requirements.

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...