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Sarasota Financial Planner | Sarasota Investment Advisor | Retirement Financial Planner

Sarasota Investment Advisor and Retirement Planning. Certified Financial Planner Tom Roberts, A New Approach Financial Planning. Tom Roberts is a Fee Only Financial Advisor based in Sarasota and Lakewood Ranch Florida.

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New Paradigm Financial

Tom Roberts

4966 Fa●●●●●●● Circle

Sar●●●ota , Florida, 34233

UNITED STATES

1941●●●●9590
1941●●●●8466
To●@ANewApproachFP.com

View this contact

New Paradigm Financial

Tom Roberts

4966 Fa●●●●●●● Circle

Sar●●●ota , Florida, 34233

UNITED STATES

1941●●●●9590
1941●●●●8466
To●@ANewApproachFP.com

View this contact

New Paradigm Financial

Tom Roberts

4966 Fa●●●●●●● Circle

Sar●●●ota , Florida, 34233

UNITED STATES

1941●●●●9590
1941●●●●8466
To●@ANewApproachFP.com

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Sarasota Financial Planner | Sarasota Investment Advisor | Retirement Financial Planner | anewapproachfp.com Reviews
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Sarasota Investment Advisor and Retirement Planning. Certified Financial Planner Tom Roberts, A New Approach Financial Planning. Tom Roberts is a Fee Only Financial Advisor based in Sarasota and Lakewood Ranch Florida.
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Sarasota Financial Planner | Sarasota Investment Advisor | Retirement Financial Planner | anewapproachfp.com Reviews

https://anewapproachfp.com

Sarasota Investment Advisor and Retirement Planning. Certified Financial Planner Tom Roberts, A New Approach Financial Planning. Tom Roberts is a Fee Only Financial Advisor based in Sarasota and Lakewood Ranch Florida.

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1

Forms And Resources

http://www.anewapproachfp.com/forms-and-resources

Newsletter - Tips You Can Use! Information for our initial meeting. Online Risk Tolerance Questionnaire. Part of your Risk Profile. Links to printable pdf's:. Information for our initial meeting. Part of your Risk Profile. Form ADV Part 2. Our current Investment Advisor information filed with the State of Florida. Our commitment to your privacy. How we do business. Client Access - Pay Your Invoice. Join Our Mailing List. September 7, 2016 (3:00 - 4:30) - Sustainable Investing. At 941.927.9590. Web Develo...

2

Putting Your Interests First

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Newsletter - Tips You Can Use! Putting Your Interests First. For example, a stock broker is operating under the "suitability" standard when they advise you about an investment. A Registered Investment Advisor provides this advice as a fiduciary. Some advisors operate under both standards depending on the situation. This has resulted in confusion. Why does this matter to you? Do you only want "suitable advice" or do you want the best advice? I will always put your best interests first. Tom Roberts, CFP.

3

AUM2Succeed™ | A New Approach Financial Planning

http://www.anewapproachfp.com/aum2succeed

Newsletter - Tips You Can Use! Many investors feel they have only two choices when it comes to getting investment advice, give up control of their investments or "Do-It-Yourself". There is another option! Assets You Manage to Succeed (AUM2Succeed. Offers a way to obtain quality, objective investment advice, without sacrificing control. Some of the benefits of AUM2Succeed. You retain control and responsibility for your investments while having access to quality advice. Monitoring of your investments and n...

4

Articles By Tom

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Newsletter - Tips You Can Use! Tom's Articles in The Bradenton Herald. Client Access - Pay Your Invoice. Join Our Mailing List. 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! At 941.927.9590. Tips You Can Use.

5

News & Tips

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Newsletter - Tips You Can Use! Divorce and Your Finances - 3/24/2015. Going through a divorce can be overwhelming; however it is important to consider all your options as you go. Improving Your Financial Fitness - 1/27/2015. Tom Roberts Receives Insignia Award. 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. Are You Saving Too Much? Managing Your IRA - 10/7/2014. Page 1 of 4. Did you know that...

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Local News and Weather. Golf Articles and Tips. West FL Northern Directory. West FL Northern Directory. Accounting, Financial, and Insurance. Attorneys and Legal Services. Commercial Services - HOA, Condo Associations, etc. Community Services and Burial. Entertainment, Events, and Tickets. Estate Sale and Downsizing Solutions. Home Products and Services. Photography, Video, and Art. Real Estate and Mortgage Services. Recreation and Sporting Goods. Retail and Online Shopping. Are you looking for help:.

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Local News and Weather. Golf Articles and Tips. West FL Northern Directory. West FL Northern Directory. Accounting, Financial, and Insurance. Attorneys and Legal Services. Commercial Services - HOA, Condo Associations, etc. Community Services and Burial. Entertainment, Events, and Tickets. Estate Sale and Downsizing Solutions. Home Products and Services. Photography, Video, and Art. Real Estate and Mortgage Services. Recreation and Sporting Goods. Retail and Online Shopping. Are you looking for help:.

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