FINANCIAL PLANNING

Planning for the future can be daunting. Don’t go it alone.

At CORE, we believe financial planning is a long-term, evolving process built on a series of intentional decisions tailored to your specific goals and aspirations.

We also recognize the challenge of navigating your financial future while managing the unknowns that inevitably arise throughout life.

That’s why it’s our goal to bring clarity and purpose to the maze of financial planning. 

We want you to feel confident and secure in your future. 

And we’re ready to help every step of the way.

AT YOUR SERVICE

  • Retirement planning at CORE Wealth Advisors is designed to help you transition confidently from earning a paycheck to living off your wealth. We work closely with clients to define retirement goals, evaluate readiness, and create sustainable income strategies tailored to their lifestyle, time horizon, and priorities. 

    Our team helps clients navigate key retirement decisions, including Social Security optimization, tax-efficient distribution strategies, and investment positioning before and during retirement. By integrating retirement planning with investment management, tax planning, and estate strategies, CORE provides a clear, coordinated plan that supports long-term financial security and peace of mind throughout retirement.


  • At CORE Wealth Advisors, our tax team—including a dedicated CPA—works closely with your advisors to integrate tax strategies into your overall financial plan. We help optimize retirement accounts, manage capital gains and losses, and identify opportunities for deductions and credits. By coordinating tax planning with your investments, retirement, and estate strategies, CORE ensures your wealth is preserved and working efficiently toward your long-term goals.

  • Life is a series of transitions—some of them positive, some of them challenging and unexpected. Retirement. Divorce. Loss of a loved one. We are here to help, in the good times and in the unexpected. We consider it an honor to walk this road alongside you.

  • Insurance is a key component of a strong financial plan. A thorough insurance analysis helps ensure your coverage is aligned with your goals, protects your income and assets, and adapts as your life evolves. By identifying gaps, overlaps, and inefficiencies, we help you maintain the right protection to support long-term financial security and peace of mind.

  • CORE Wealth Trust, provides integrated trust and estate planning and administration services designed to protect your legacy, honor your wishes, and support your family’s financial future. Their team offers professional trustee services, personalized planning alongside your estate attorney, and family office-style support that goes beyond traditional asset management. With a fiduciary commitment and a focus on tailored, tax-efficient solutions, they help simplify complex responsibilities and preserve wealth across generations.

  • Publix shareholders face a distinct set of financial planning considerations, from retirement decisions around separation to tax-efficient distribution strategies and managing concentrated stock risk. Successfully aligning these complexities with personal goals is essential to creating a clear, customized financial plan. 

    CORE Wealth Advisors brings deep expertise in the unique retirement benefits offered by Publix, including the Publix SMART Plan (401(k)) and the Employee Stock Ownership Plan (ESOP). Each plan carries its own planning nuances, and our team helps shareholders navigate these decisions with clarity, confidence, and long-term perspective.