CFP and CFA: Credentials to Consider When Hiring a Financial Advisor
Individuals and families seeking a champion for their personal wealth need possibilities and opportunities, guided by readily accessible expertise. Core Wealth Management provides comprehensive fee-only financial planning and wealth management services. Through our financial planning process, our team of highly-trained and experienced professionals will work with you to identify your short and long-term goals, analyze your current financial standing and create a customized solution, including an integrated investment program that will bring you closer to achieving your objectives.
COMPREHENSIVE FINANCIAL PLANNING
At Core Wealth Management, we like to lead with clear fee-only financial planning as we believe that is the cornerstone of financial success. Financial planning encompasses several distinct areas, all of which we address both individually and collectively. The foundation of your financial plan is rooted in your unique goals and objectives and may encompass some or all of the following components:
Cash Flow Planning
Investment Management
Retirement Planning
Social Security Optimization
Education Funding
Insurance and Risk Management
Tax Planning
Estate Planning
Fee-Only Financial Planning
We pride ourselves on offering financial plans that are flexible, all encompassing, objective and portable.
Read more about our fee-only financial planning solutions, click here >>.
INVESTMENT MANAGEMENT
Core Wealth Management provides investment management and advisory services to individuals and their families. We collaborate with our clients to devise, implement and manage a customized investment program that is designed specifically for you and that is consistent with both your overall financial plan and your risk profile. We seek to manage risk by diversifying broadly, both within and across asset classes, industries and geographical locations. By minimizing fees and transaction costs and managing your assets tax-efficiently, we are able to capture the returns the market has to offer. Our flexible investment programs can be adapted as your goals and needs evolve over time, and the professionals at Core Wealth Management will be with you every step of the way.
Our asset management services include:
Asset Allocation
Risk Analysis
Investment Policy Development
Tax-Planning
Portfolio Management
For more about our Investment Management services, click here >>.
401(K) PLANNING FOR SMALL BUSINESS
Core Wealth Management assists business owners in structuring, setting up and managing 401(k) retirement plans. By offering a 401k plan to your employees, you will be providing a competitive employee benefit to your workforce while capitalizing on tax advantages that will be available to you as the employer. Our expertise enables us to develop programs that cater to your unique goals.
For more about our 401(K) Planning For Small Business, click here >>.
Why Do I Need A Fee-Only Financial Advisor?
As a fee-only Financial Advisor, Core Wealth Management is committed to drawing upon the collective expertise of our CFP® professionals to provide you with advice that is in your absolute best interests. Our flexible and transparent fee structures coupled with our commitment to always serve in a fiduciary capacity enable our financial advisors to provide customized solutions to help you meet your unique financial planning and wealth management needs. Whether you are just getting started with modest resources, or you’ve built a seasoned portfolio in need of robust care, we hope you will contact us to learn more.
CONNECT WITH US
Stay up to date on the latest company news,
industry updates, and more.
