My Mission

My Mission Is To Help You Retire With Confidence

David Roberts - Financial Planner, Plan For Your Goals

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.

At Plan For Your Goals, I know you want to be a confident retiree. You want a sense of calm knowing you are financially prepared for retirement and will be able to achieve all of your retirement goals.

Before you can do that, you must take control of your finances. But there’s a problem…

If you lack the necessary skills and knowledge, you may be staring down an uncertain future feeling anxious about retirement.

I understand how you feel. You should never have to doubt your financial future. 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 using the following strategic methods.

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My Financial Strategic Methods

Organization

I will help you get organized and feel in control of your finances. Our goal will be to establish order in your financial life at both the macro level (investments, insurance, taxes, and estate), and the micro level (budgeting and cashflow). 

Accountability

I will help you stay on track while working to fulfill your financial obligations and responsibilities. I will be there to help prioritize your goals, suggest options and courses of action, and to regularly review your ongoing progress. 

Objectivity

I will help you avoid unwise financial decisions, especially during periods of emotional stress, bringing you an outside point of view, as well as the coaching and research needed for you to make smart money decisions. If there ever exists a conflict of interest pertaining to my advice, those will be disclosed and managed at your discretion. 

Proactivity

I will help you to anticipate and prepare for life transitions and provide action plans you can carry out before they occur. Through regular communication and assessments, our aim will be to stay ahead of what might be coming up next for you. 

Education

I will provide you with the knowledge you need given your specific financial situation. Plus, we will continually explore the resources required for you to reach your goals. I will help you make smart money decisions by explaining the fundamentals of your options, as well as the risks associated with each choice. 

Partnership

My aim will be for you to achieve all your financial goals, and I will work alongside you, taking the time to clearly understand the uniqueness of you and your financial situation. Your philosophy, background, needs, dreams and objectives will guide our collaboration, and to that end, I will strive for complete transparency in my financial advice. You will always know what costs you will be responsible for, as well as how I am being paid. 

Proactivity

I will help you to anticipate and prepare for life transitions and provide action plans you can carry out before they occur. Through regular communication and assessments, our aim will be to stay ahead of what might be coming up next for you. 

Education

I will provide you with the knowledge you need given your specific financial situation. Plus, we will continually explore the resources required for you to reach your goals. I will help you make smart money decisions by explaining the fundamentals of your options, as well as the risks associated with each choice. 

Partnership

My aim will be for you to achieve all your financial goals, and I will work alongside you, taking the time to clearly understand the uniqueness of you and your financial situation. Your philosophy, background, needs, dreams and objectives will guide our collaboration, and to that end, I will strive for complete transparency in my financial advice. You will always know what costs you will be responsible for, as well as how I am being paid. 

Working With Me 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.

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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 ext. 101

david@planforyourgoals.com

Check David's background on FINRA's BrokerCheck

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