Take Control Of Your Finances So You Can Retire With Confidence

Virtual Financial Planning Services To Help You Prepare For Your Dream Retirement

Make smart money decisions

Reduce your taxes over time

Take care of the next generation

Protect your assets from risks

Maximize the impact of your giving

Financial Advisor discussing Retirement Planning

Is Your Retirement Uncertain?

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Longevity – Worried your savings won’t last if you live longer than expected?

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Loss of life – Wonder how those who depend on you might be affected if you pass away unexpectedly?

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Loss of income – What will you do if your income is disrupted before you retire?

E

Long-term care – How will a long-term medical event impact your retirement?

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Liability – What will happen if your assets are subject to litigation after an accident? 

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Liquidity – Will you be prepared to handle spending shocks?

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Economy – Are you going to be okay if the market drops or inflation gets out of hand?

you should never feel uncertain about your financial future.

You Deserve To Retire With Confidence

Woman thinking about future plans

Experience A Plan To Achieve Your Life Goals

Know that what matters most will be the foundation of your comprehensive plan.

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Experience Professional Guidance & Support

Get a strategy that is backed by evidence and research, not guesswork.

Husband and wife checking financial plans for retirement

Experience A Personal Connection

Through life’s ups and downs, I will be there to help you reach your retirement goals.

David Roberts Signature

I remember staring down at an uncertain future feeling worried about retirement.

I understand how you feel. You should never have to doubt your financial future. I will always act in your best interests, taking the time to really get to know you so your long-term financial plan reflects what is most important to you.

Together we will work through a planning process that aims to give you the best chance at creating your dream retirement. As a Fiduciary Advisor and SmartVestor Pro, I can help you take control of your finances so you can retire with confidence.

David Roberts - Financial Planner and Advisor of Plan For Your Goals

My Financial Planning Process Is Simple

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Schedule Your FREE Financial Review

No pressure - lets talk about your retirement planning needs and how I can help you work toward them.

Get The Right Plan

During our initial meetings, we will work together to develop your Comprehensive Plan.

Keep Your Plan On Track

Quarterly phone call or virtual meeting to connect and follow-up.

Virtual Financial Planning Services

Comprehensive Plans To Help You Build And Manage Your Retirement

Accumulator

A Comprehensive Plan focused on wealth accumulation that aligns with your goals and values

Recommended for:

  • Those with more than 25 years until retirement and/or…
  • Those with savings and investments less than $500,000

$208 per month

12 month engagement

Builder

A Comprehensive Plan focused on your dream retirement and the risks impacting your plan

Recommended for:

  • Those with less than 25 years until retirement and/or…
  • Those with savings and investments greater than $500,000 but less than $1 million

$417 per month

12 month engagement

Preserver

A Comprehensive Plan focused on preservation of wealth and sustaining retirement income levels

Recommended for:

  • Those with less than 10 years until retirement or…
  • Those who are currently retired and/or…
  • Those with savings and investments over $1 million

$541 per month

12 month engagement

Trusted Financial Partners

David Ramsey - Owner of Ramsey Solutions
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“SmartVestor is a free service that connects you with our network of financial advisors, wealth advisors, financial planners and other investment professionals.”

Dave Ramsey SmartVestor

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“We believe in a better wealth experience. Everything we do centers around providing a better experience for financial advisors and their clients.”

Buckingham Strategic Partners

My Mission Is To Help You Retire With Confidence

Many have no financial plan for retirement. At Plan For Your Goals, my mission is to help both the newly retired and the nearly retired take control of their finances with an evidence-based plan so they can retire with confidence.

FREE QUIZ: What’s Your Retirement Readiness Score?

Take this FREE Assessment to discover how financially ‘on track’ you are for retirement.

Schedule Your FREE Financial Review Today!

Many have no financial plan for retirement. At Plan For Your Goals, my mission is to help both the newly retired and the nearly retired take control of their finances with an evidence-based plan so they can retire with confidence.

Contact

Branch Office: 3298 Summit Blvd, Ste. 32, #200, Pensacola, FL 32503

(850) 786-3400 ext. 101

[email protected]

Check David's background on FINRA's BrokerCheck

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, FL, GA, LA, NC, RI, SC, TX, VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Plan For Your Goals are not affiliated. Cambridge does not offer tax advice.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.

Copyright © 2022 Plan For Your Goals, LLC. All rights reserved.

What's Your Retirement Readiness Level?

Take This FREE 60-Second Quiz To Discover How 'On Track' Your Savings Are For Retirement