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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!

 

Wednesday, September 14, 2016 (6:00 - 7:00) - Straight Talk! Basics of Investing

Tom Roberts, CFP® will show you how to start investing.  Learn how to match your goals to risks, set up a diversified portfolio, choose investments and do it all at a reasonable cost.  Everyone can learn the basics of investing!

Free.  Workshop at Manatee Central Library 1301 Barcarrota Ave. Bradenton, FL 34205.  Information and RSVP at 941.927.9590.

Optimize withdrawals from your retirement savings

How you take withdrawals from your retirement and other savings can influence your tax payments, Medicare premiums and how long your savings last. The best withdrawal plan for you depends on your income from Social Security, pensions, annuities and other sources, the amount and location of your savings, and how much you want to pass on.

Read the rest of the Bradenton Herald Article.

November 1, 2016 (5:30 - 7:00) - Getting Ready for Retirement

Retirement brings many changes to our lifestyles and finances.  Some are uplifting and others challenging.  Are you ready to deal with these issues?  Tom Roberts, CFP® will talk about the impact of these changes and what you can do to get ready for the next stage in your life!

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