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Tom Roberts, CFP®
Tom Roberts, CFP®
  • Male
  • Sarasota, FL
  • United States
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My Money is Going Where? at Good Earth Natural Foods

December 28, 2010 from 6:30pm to 8pm
Family Focus Conversations - “My Money is Going Where?” Join Tom Roberts, CFP® and Deborah Roser, Esquire for a complimentary, straight-talk workshop, “My Money is Going Where?”.  This workshop will be held at Good Earth Natural Foods located at 8140 Main Street, Lakewood Ranch on Tuesday, December 28 from 6:30 PM to 8:00 PM.  RSVP to info@roserlawllc.com or 941.400.8293. The workshop will cover the value of financial and estate planning, how to choose…See More
Event posted by Tom Roberts, CFP® Dec 14, 2010
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Family Focus Conversations at Good Earth Natural Foods

November 9, 2010 from 6:30pm to 8pm
Debbie Roser & Tom Roberts present a series of workshops to help families navigate through today’s difficult times. The focus of the workshops is practical planning for your future to avoid legal and financial pitfalls.November 9th topic is "Solutions for Your Unique Situation". Avoiding the perils of procrastination and achieving your goals.See More
Event posted by Tom Roberts, CFP® Nov 7, 2010
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Tom Roberts, CFP® was featured May 25, 2010
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Tom Roberts, CFP® updated their profile photo May 24, 2010
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Tom Roberts, CFP® left a comment for Syd Krawczyk
Happy Birthday! Great pictures from last night. See you soon. Tom
Feb 23, 2010
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Tom Roberts, CFP® and winifred j. rush are now friends Jan 28, 2010
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Tom Roberts, CFP® updated their profile Jan 23, 2010
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Making 2010 a Great Year - How are you doing it?

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It's a new year!  Traditionally, this is a time to make new resolutions.  What are you doing to make 2010 a better year financially for you, your family and your business?  Here are some ideas to get you started and keep you on track:Write down what is important to you and your goals.  Consider your family, religious, community, business and personal goals.  List your goals for this year and the future.  Next, put them in order of importance to you.  Finally, write down how much money you need…See More
Tom Roberts, CFP® added a discussion to the group "Cha-Ching" Chics Jan 23, 2010
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Profile Information

My Hometown
Ridgewood, NJ
Relationship
In a relationship
About Me
I moved to Sarasota in 2005 from Atlanta. I opened A New Approach Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™ and I develop financial plans for individuals and families. I help people achieve their personal financial goals, no matter their income or wealth.
Interests and Hobbies
Sailing, squash racquets, hiking, bicycling and jazz.
Occupation
Financial Planner
High School?
Staples High - Westport, CT
College?
Emory University; Worcester Polytechnic Institute
Do you have kids?
yes
How many?
2
Childrens age range?
28 & 24
Facebook URL
http://facebook.com/SarasotaTom
LINKEDIN URL
http://www.linkedin.com/in/tomrobertsanewapproach

Comment Wall (7 comments)

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At 1:01pm on June 20, 2010, Jack AlexanderJack Alexander said…
Hi Tom -- Enjoy my gift to you. I've been painting images of my visions since age three. Let us become friends while networking through this site.

Truly, Jack

'Thought you might like to see this, which is viewable also on video at:
http://www.baynews9.com/VideoPlayer/?Church_Artist_520

Please take a listen to my video at http://sarasota.anythingarts.com/video/jack-yohiel-alexander-speaks and visit my web sites. God bless!

www.jackalexander.mosaicglobe.com
www.shaman.mosaicglobe.com
www.auras.mosaicglobe.com
www.2012.mosaicglobe.com
.

^~^~^~^~^~^~^~^~^~^~^~^~^~^~^~^~^


Please join me at:
www.SarasotaHolisticHealth.ning.com


Please follow me at:
www.ProphetSpeak.blogspot.com
At 8:44am on July 20, 2009, Sunglass Express OpticalSunglass Express Optical said…
Hello,
Just thought I'd say hello. Hope all is well.
Yvonne
At 1:50pm on July 15, 2009, WQ|mag Admin- A.K.A Kim diligently workingWQ|mag Admin- A.K.A Kim diligently working said…
Hi Tom,
Are you going to be blogging at all on financial tips? I hope so... Great financial blogs are always appreciated. I am featuring you at the featured member on tomorrow's daily scoop!! Thanks for joining.

Kim
WQ|mag
At 1:08pm on July 15, 2009, Esther BirdEsther Bird said…
Tom - your emails are always interesting. Good job. Do you do social networking on other sites? I do. And will be doing some webinar training later this summer re: how to do social networking well in minimal time. Stay tuned for details. On 9/30 I am also doing a BIG seminar in conjunction with Paulette Halpren from West Palm Beach. It will cover networking and attaining prospects (my part) and how to close the sale (her part) She has many years of sales training to her credit. Hope you will consider participating.
At 1:05pm on July 15, 2009, Esther BirdEsther Bird said…
I dropped the Wednesday ONL group but still attend PNL when I can, usually about 3 times a month when I am in town. I also do a Tuesday lunch every week which is my leads club. We have to be selective sometimes, and can only do so much networking (have to have time to work too! ha ha) Wishing you the best.
At 5:41pm on July 10, 2009, Esther BirdEsther Bird said…
Tom - welcome to WQ MAG website. I'm glad you decided to check it out. I hope you find it helpful to promote your business. See you soon, I hope. Do you do any network lunches any longer? It's been a long time since I've seen you.
At 1:40pm on July 10, 2009, WQ|mag AdminWQ|mag Admin said…
Hi Tom, Welcome to WQ Mag.com. How did you hear about the website? This site was started to bring women together. Some professionals, some stay at home moms, some retired, some free spirited and some all of the above!We are going to add a men's section to the site, called the MANual. When all else fails, read the MANual!

The WQ Mag website now has almost 12,000 subscribers and we are approaching 1,000 members in only 10 weeks! And we have only just begun. In about two months our new version of WQ Mag.com will be coming out. It is going to be incredible. We are testing the added features out right now and you are going to love it!

Every week we also add new Freebies and Deals that can only be found on WQ Mag.com. So make sure you take advantage of those opportunities. If there is anything that you would like to see on the site, just let us know. Thanks for joining and tell your friends. Wes
 
 
 

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