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?

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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?

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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. 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.

Finding it Out is Hard: I Get It

My clients have the same challenges and concerns as you.

You can have what they have:

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A plan to help you achieve the life balance you want.

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An investment plan helping you navigate your savings journey.

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A retirement plan helping you be ready for the unforeseen.

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An estate plan helping to protect your assets and savings.

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An Asset-Map™ showing all your financial products at a glance.

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.

Financial & Retirement Planning Testimonials

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

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 As A Virtual Retirement Financial Advisor Is To Help You Retire With Confidence

Understanding your real financial condition in this complex world is hard. That’s why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

Schedule Your FREE Financial Review Today!

Understanding your real financial condition in this complex world is tough. That's why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

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 (PFYG), is a State registered investment adviser. PFYG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. PFYG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, articles written by third parties, firm written newsletters and/or publications, and third-party links. Accordingly, the publication of PFYG’s web site on the Internet should not be construed by any consumer and/or prospective client as our Adviser’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 the Adviser 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 PFYG, A copy of PFYG’s current written disclosure statement discussing PFYG’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov 320683 or from the Adviser upon written request, david@planforyourgoals.com. 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).

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.

The Testimonials provided is/are not representative of all experiences.

Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

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