Professional Affiliations


Cfp Logo GoldCommitment to professionalism

The Certified Financial Planner Board of Standards is a professional regulatory organization. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Tom Roberts is a Certified Financial Planner™ (CFP®).


Commitment to helping people from all walks of life W Garrett

Tom Roberts is a member of Garrett Planning Network, the premier network of professional, objective advisors providing financial planning on an hourly fee basis. As staunch consumer advocates and fiduciaries, we demonstrate our commitment by making financial advice accessible to all people, not just the affluent.


Fpa ProudmemberCommitment to community education

Board member of the Suncoast chapter of the Financial Planning Association.  FPA members are committed to supporting the financial planning process, increasing awareness of the value of working with a Certified Financial Planner™ and helping people make better financial decisions.


Are you an attorney, accountant, insurance provider or other professional looking for an objective financial planner for your clients? Check out Here's the Difference to see how we treat your clients.


Community Affiliations

W Sarasota Chamber

Sarasota Chamber of Commerce - Board Member

W Lwrba Logo

Lakewood Ranch Business Alliance


AAII South West Florida Chapter - Program Chairman

W The Warehouse

The Warehouse - Board Member

W Junior

Junior Achievement

 SM Library Friends Logo

 Friends of the Library - Board Member

W Sss Logo

Sarasota Sailing Squadron

W Bath

Bath & Racquet Sports & Fitness Club

Reducing your income risk is crucial when investing

When investing and managing your money, you must consider and deal with a number of potential risks.  Some of these are more important at different times in one’s life. If you are relying on your investments to provide income to pay your expenses, you are rightfully concerned about the stability of income.  Regardless of how you use the income, let’s look at how you can manage these risks and improve the reliability of your overall investment income.

Read the rest of the Bradenton Herald Article.

Lakewood Ranch financial planner looks at costs of health care in retirement

It is no secret that health care is expensive. For most of us, annual health-care costs increase as we get older and threaten to become our largest expense item. Fidelity's latest study proclaims that the average 65-year-old will need $245,000 to cover health-care costs in their lifetime.

Read the rest of the Bradenton Herald Article.

Use your tax forms to boost finances

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 how it can help plan your finances and taxes for 2017.

Read the rest of the Bradenton Herald Article.