Rotating 4

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.



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.

Tom named Junior Achievement business volunteer of the year

Junior Achievement award - Tom was named Junior Achievement business volunteer of the year for Sarasota county. Tom has been presenting JA programs since 2008 to students of all grade levels.

Please click here to see the Ad from The Business Observer.

Tuesday September 9, 2014 5:30 to 7:00 - Annuity ABCs

Tom Roberts, CFP® defines the different types of annuities, advises in what situations they are useful and where they are not appropriate. Annuities can provide you with a steady income and lower some of your risks. Annuities are insurance products and can be complex, expensive and confusing. Learn how to find the Good, avoid the Bad and Run from the Ugly.

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