Virtual Retirement Financial Advisor In Florida

Take Control Of Your Finances So You Can Retire With Confidence

 

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?

E

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

E

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

E

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?

E

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

E

Liquidity – Will you be prepared to handle spending shocks?

E

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. Understand financial risk management.

You Deserve To Retire With Confidence

 Ask Your Virtual Retirement Financial Advisor Today!

Woman thinking about future plans

Experience A Plan To Achieve Your Life Financial Goals

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

Man checking financial status on his mobile

Experience Professional Guidance & Support From Financial Advisor

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

Husband and wife checking financial plans for retirement

Experience A Personal Connection With Finacial Advisor

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

David Roberts Signature

Your Virtual Financial Advisor To Help You Prepare For Your Dream Retirement

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

Plan For Your Goals’ Virtual Financial Planning Services

Comprehensive Plans To Help You Build And Manage Your Retirement

Accumulator Plan

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 Plan

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 Plan

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

Husband and wife checking financial plans for retirement in a computer

Schedule Your FREE Virtual Financial Review

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

Get The Right Financial Plan

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

Keep Your Plan On Track

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

Trusted Financial Partners

David Ramsey - Owner of Ramsey Solutions
SmartVestor Logo

“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 As A Virtual Retirement Financial Advisor 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.

Schedule Your FREE Financial Review Today!

Plan For Your Goals Logo

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

(850) 786-3400

david@planforyourgoals.com

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.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Plan For Your Goals, LLC throughout this website has provided links to various other websites. While Plan For Your Goals, LLC believes this information to be current and valuable to its clients, Plan For Your Goals, LLC provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

The SmartVestor program is made up of financial advisors and other investing pros from across the country. SmartVestor is an advertising service that Plan For Your Goals, LLC pays a monthly fee for introduction to potential clients. Our firm utilizes this service as a lead generator. SmartVestor utilizes the “Ramsey Values” and uses the Ramsey Solutions as a paid promoter of SmartVestor Pros. SmartVestor has a vetting process that includes a certain number of years of full-time experience as a registered securities professional, and agreement to the Code of Ethics. Potential clients can use this matching service at no cost.

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