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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.

 

Thursday June 25, 2015 5:00 to 6:00 - It's My Money! Earning, Spending & Saving for Tweens

Do you earn money or get an allowance? Great! Let's talk about how to decide what to do with your money, saving and how it can help you do the things you want.

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

Divorce and Your Finances

Not every event is something that we can include in our financial planning; one such event is divorce. The divorce rate for first time marriages has steadily declined since it peaked in the 1980s, but the number of divorces in adults over 50 and those approaching retirement is on the rise! Going through a divorce can be overwhelming; however it is important to consider all your options as you go.

Read the rest of the Bradenton Herald Article.

Tom Roberts receives the Insignia Award for quality customer service

The Sarasota Chamber of Commerce bestows the Insignia Award to companies who have demonstrated superior service over more than five years.  See the article here.