Core Wealth Consultants LLC | Question & Answer – Fees
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Question & Answer – Fees

"Two or more people actively engaged in the pursuit of a definite purpose with a positive mental attitude, constitute an unbeatable force." – Napoleon Hill

What happens the 1st time we meet and interact?

Schedule an appointment and see how the techology we utilize might help you meet your financial goals. We offer a no cost, no obligation 30-minute demonstration of the technology, plus we can answer any questions you have.

What will be covered in the 30-minute no cost demonstration?

We will show you the tools and technology used to help you create a plan, organize your investments, and track how you are doing. You can also ask any questions you may have in order to help you evaluate if we can help you make financial decisions with more confidence.

What exactly does Core Wealth Consultants LLC do?

It starts with a plan, whether you invest money with us or not. We have a program called PlanAssist® that will help you build a personalized plan based on your goals and situation, help you get and/or stay organized, and track your progress.

What if I decide to work with Core Wealth Consultants?


You have three options! You decide, based on what works best for you. And don’t worry, you aren’t locked in. You can move from one option to the other and back if you change your mind.
1. PlanAssist®
2. Vanguard Core Series Portfolio
3. Individualized 7Twelve Portfolio
All three of these options include helping you build a plan, staying organized, and tracking your progress.

Connecting Technology & Experience

Start Your 90-Minute Planning Session Today! CALL NOW 407-393-5985

Start Your 90-Minute Planning Session Today! CALL NOW 407-393-5985