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
Is Your Retirement Uncertain?
Longevity – Worried your savings won’t last if you live longer than expected?
Loss of life – Wonder how those who depend on you might be affected if you pass away unexpectedly?
Loss of income – What will you do if your income is disrupted before you retire?
Long-term care – How will a long-term medical event impact your retirement?
Liability – What will happen if your assets are subject to litigation after an accident?
Liquidity – Will you be prepared to handle spending shocks?
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
Experience A Plan To Achieve Your Life Goals
Know that what matters most will be the foundation of your comprehensive plan.
Experience Professional Guidance & Support
Get a strategy that is backed by evidence and research, not guesswork.
Experience A Personal Connection
Through life’s ups and downs, I will be there to help you reach your retirement goals.
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.
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
My Financial Planning Process Is Simple
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.
What My Clients Are Saying
"We are a military family retiring from the Air Force in a few years. While stationed in Germany, meeting David on Zoom calls has been very convenient. The education and guidance we have received have been beneficial. David has put forth a tremendous effort in helping us accomplish our financial goals and determine what is most important to us as we reach this important milestone."
—Bobby and Jackie Conniff
Vogelweh, Germany
Read Disclosure ▾
This testimonial was provided by a current client on 8/21/2022. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
"I wanted my wife and I to be on the same page when it came to saving and preparing for retirement. We knew we were doing okay but needed a professional like David to show us the way. Now we are certain that our financial future is in good hands with a financial planner that shares our values and has our best interests in mind."
—Esteban and Elizabeth Gomez
Providence, Rhode Island
Read Disclosure ▾
This testimonial was provided by a current client on 8/8/2022. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
"I chose David Roberts to manage my investments, following the death of my husband. He has been good at explaining the process. He is always ready to answer my questions. Last year, he made sure my donation dollars were counted correctly for my 2021 Income Tax Return. I am thankful I found his service."
—Pat Dodge
Alpharetta, Georgia
Read Disclosure ▾
This testimonial was provided by a current client on 8/5/2022. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
“Cindy and I were ships without a rudder muddling through our retirement planning when Mr. David Roberts stepped in to give us great advice on reaching our goals for retirement! He set us on a course to reach and even exceed our goals! Thank you David, we can now sleep at night knowing we are good to go in our retirement!”
—Cindy and Galen Moffett
Pensacola, FL
Read Disclosure ▾
This testimonial was provided by a current client on 8/23/2022. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Trusted Financial Partners
“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
“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: 5954 E Bay Blvd, Gulf Breeze, FL 32563
Check David's background on FINRA's BrokerCheck
Plan For Your Goals, LLC is a state registered investment adviser. Plan For Your Goals, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Plan For Your Goals, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan For Your Goals, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Plan For Your Goals, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Plan For Your Goals, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan For Your Goals, LLC. A copy of Plan For Your Goals, LLC’s current written disclosure statement discussing Plan For Your Goals, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website or directly from Plan For Your Goals, LLC: Click here to download a PDF copy.
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