Securing your future

Our approach to retirement planning is about accomplishing your goals with a process based perspective. At CORE, we understand that each one of our clients has worked hard to establish themselves financially. We also know that choosing a financial advisor is one of the most important decisions you will make. Everything we do is focused on helping you develop and implement the right strategy to reach your goals in a collaborative and transparent way. Through the use of analytics and data-based outcome scenarios, we are able to create several potential paths towards meeting your objectives.


Planning Services

  • Retirement

  • Lifestyle Goals

  • Cash Flow & Distribution

  • Succession & Legacy

  • Multi-Generational Issues

  • Social Security & Medicare

  • Long-Term Healthcare

Our team recognizes the challenges of saving for and predicting future income needs during retirement. The decision-making process can often leave you feeling overwhelmed and looking for professional assistance. Core Wealth Advisors leverages the knowledge and experience of Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Personal Financial Specialist (PFS™), and Chartered Retirement Plans Specialist℠ (CRPS®) in one firm so you have access to a comprehensive resource base. We have a broad base of experience in helping clients navigate Florida Retirement System (FRS) plans, Deferred Retirement Option Plans (DROP), Employee Stock Option Plans (ESOP), Privately Held stock, and 401(k) Rollovers. In addition, we can assist you in navigating employers tax-deferred 401(k) plans, 403(b) or SIMPLE IRA funds, or self-funded Traditional or ROTH IRAs.