Welcome to Straight Talk!

Are you concerned about your future?Straight Talk 1

Join us for Straight Talk! on improving your finances and protecting your future.  Sarasota/Manatee area professionals lead free monthly community education programs.  These programs are designed as interactive discussions on personal planning topics, not sales presentations.


Have you ever asked?

•   Can I keep my lifestyle when I retire?

•   Do I have enough money to retire?

•   How can I protect my children’s inheritance?

•   How will I pay for healthcare?

•   How should I invest today?

•   Can my business support me when I leave?  


Straight Talk 2These programs help you plan a better future!

Personal planning and getting answers to your financial, legal, insurance and other questions does not have to be difficult, expensive or a hassle.


Because we can all benefit from hearing others discuss their experiences, A New Approach Financial Planning sponsors these monthly discussions on personal planning topics. 


The discussions are free and open to all.  We do request you RSVP here or call 941.927.9590 to assure we have adequate seating. 


Do you have a topic to suggest? This email address is being protected from spambots. You need JavaScript enabled to view it. 

Upcoming Events