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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!

 

W Garrett

A New Approach Financial Planning, a member of The Garrett Planning Network, Inc., provides objective, hourly, fee-only financial planning services to a wide range of clients from all walks of life, income levels and backgrounds.

We pride ourselves on our experience, service and sensitivity to client needs and wishes.

 

 
 

How to Avoid Living Longer Than Your Money

A big concern for many retirees or soon-to-be retirees is, "What if I outlive my money?" If you have some retirement savings, you may be able to cover your needs for a number of years, but what if you live longer than you expected to live?

One way to protect yourself from outlasting your savings is to purchase "longevity insurance". Longevity insurance is an annuity that doesn't start to make payments until you are much older. Read the rest of the Bradenton Herald Tribune Article.

Tuesday January 13, 2015 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.

Tuesday November 4, 2014 1:00 to 2:30 - Getting Ready for Retirement

Retirement brings many changes to our lifestyles and finances. Some are uplifting and some 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 prepare your finances.

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