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Welcome to A New Approach Financial Planning!

How can I create income for my retirement?

Which is best for me - a Traditional IRA or a Roth IRA?

How can I manage my investment risks?

Today's financial questions and decisions can be complex. Getting questions answered and finding information to make smart decisions takes time. Time most people don't have today.

Tom Roberts is a Certified Financial Planner™ who can help you improve your financial situation. As an objective financial planner, we provide information and guidance, so you can make the best choices for your future.

ANA 25 SmallAt A New Approach You ...

•   Get objective, independent advice

•   Receive customized advice on an Hourly, Fee-Only basis

•   Retain control of your assets

•   Get advice as you need it, a complete plan or one topic

•   Work with a Certified Financial Planner™

At A New Approach We ...

•   Listen to our clients

•   Believe everyone can benefit from financial planning

•   Provide advice only - No investment or product sales

•   Are paid directly by our clients for our advice - No commissions, asset fees or third party payments

•   Are fiduciaries - your best interest is always our first concern

•   Are a Florida Registered Investment Advisor

 

Want to know more about are the benefits of working with a financial planner like me? Here's the Difference.

Check out Our Services and 7 Steps to Success for more information on how we work and services we provide.

Are you ready to take A New Approach to your financial life? Contact Us today to get started. You'll be glad you did!

 

It's tax time. Are you ready?

Earnings and investment tax forms will start showing up in your mailbox over the next three weeks. Don't just wince and put them in a pile. Take control and make next year better.

Here are a few things you can do to help smooth doing your taxes and 2015 tax law changes that might affect you.

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.

Thursday May 19, 2016 5:30 to 7:00 - Get Financially Fit!

Everybody can benefit by being financially fit. Just like a successful physical fitness program, there are several parts - evaluation of your current fitness, goals, a support team and a plan. Tom Roberts, CFP®, will show you how to start your program now!

Free.  Workshop at South Manatee Library 6081 26th Street West Bradenton.  Information and RSVP at 941.927.9590.