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planassist the financial roadmap in florida,USA
Planassist financial roadmap planner in winterr garden,Florida

Simplify Your Financial Life with PlanAssist®

Too many choices. Too much jargon.
Planning your financial future shouldn’t be this confusing—or expensive.

PlanAssist® was built to fix that.

We offer structured, ongoing financial guidance that’s easy to understand and act on—without the high fees or complexity. Whether you’re planning for retirement, investing, or just getting started, we simplify the process using three proven principles:

Have a plan. Be diversified. Seek counsel

With PlanAssist®, you’ll get:

  • Step-by-step planning for investing, retirement, Social Security, and taxes.

  • Clear support tailored to your goals.

  • Ongoing access to trusted tools and financial professionals.

PlanAssist® helps you take control of your money with clarity, structure, and confidence—so you can focus on living, not just planning.

Work With a Certified Financial Planner®(CFP®)

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Have A Plan

 Be Diversified with planassist

 Be Diversified

Seek Counsel planassist

Seek Counsel

Clear, Ongoing Financial Guidance Without Giving Up Control: As life gets more complex, so do your financial decisions—taxes, Medicare, Social Security, investing. PlanAssist® offers a structured way to get trusted input when you need it, without handing over the reins. You stay in charge. We help you make better-informed choices and keep your plan on track.

Make More Informed Financial Decisions

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Have A Plan

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Set Clear Retirement Goals.

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Understand Cash Flow & Expenses.

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Develop a Debt Reduction Strategy.

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Estimate Insurance Needs.

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Identify Initial Investment Priorities.

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 Be Diversified

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Design a Diversified Portfolio.

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Balance Growth, Income, and Safety

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Integrate Tax Efficiency.

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Coordinate Retirement & Non-Retirement Accounts.

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Adjust for Life Events and Market Changes.

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Seek Counsel

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Schedule Personalized Planning Sessions.

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Get Help With Social Security and Medicare Timing.

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Review Risk and Portfolio Regularly

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Talk With a Planner—On Your Terms

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Enroll in Ongoing Oversight and Support.

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Financial Roadmap

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Advice on how and what to adjust in order to stay on track.

  • Snapshot - Stay on Track

  • Update to Date Balance Sheet

  • Income/Expense Monitoring 

  • Investment Allocations - Risk/Quality/Liquidity

  • Tax Liability & Allocation Management

  • Guardrail Planning Principles 

  • 401(k) Allocation Tool

  • Financial Stress Test - Six Areas Tested

  • Medicare Planning

  • Social Security Timing Reports

  • Review Lifestyle Protection Plan

Asset Allocation Plan

In this three-bucket approach, the first bucket is the NOW BUCKET.  These funds are in your checking, savings, short-term CDs, etc. 

 

The second bucket is the SOON BUCKET. These investments are invested conservatively with minimum volatility.  This is the bucket of money you will need sooner, rather than later for income and known expenses. 

The Soon Bucket will buy you a time horizon to confidently invest the remaining amount of your money in the third bucket, the LATER BUCKET, for long-term growth.  

Here’s how it works. We want to determine three allocations:

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Our Process Makes Getting Financially Organized Simple…

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Introduction Call / Q&A

Enroll & Implement

Introduction call and Build a Here - There plan with time for Q&A.

NO COST OR OBLIGATION

Discuss implementation, complete Schwab signup & CWC Forms, introduce online tools

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Follow Up

Align on to-do list, follow up and leverage online tools

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"Everything should be made as simple as possible, but not simpler."

                                                                                         Albert Einstein

This is where our name comes from...

Trivia

Core Satellite Investment Strategy 

  1. The Core Portfolio: This is the 'steady' part of your portfolio, made up of a broad, diversified range of investments that aim to closely track the market's performance. It's built with a long-term perspective, spread across multiple asset classes (like stocks, bonds, resources, real estate), and it's typically managed by a professional who can make sure it's regularly reviewed and rebalanced.

  2. The Satellite Portfolio: This is the 'active' or 'adventurous' part of your portfolio, where you can try out individual stocks, sector-specific investments, or other more speculative investments. You might use this part of your portfolio to take on higher risk for the potential of higher rewards, or to pursue investments that align with your personal interests or values.

 

Overall, the Core Satellite Investment Strategy aims to enhance your personal wealth by having a well-managed core portfolio alongside satellite investments. The Core Portfolio provides predictability and participation in the market, while satellite investments offer additional opportunities. 

Core Satellite Investment Strategy 

Schedule your free personal
evaluation appointment now

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Call Us Now !

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Schedule Meeting Online !

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Text Us Now !

407-906-8928

Our Latest Blog

ADV Part 2 - Part 2 Firm Brochure

 

Disclosure - All written content on this site is for information purposes only. Opinions expressed herein are solely those of Core Wealth Consultants, LLC and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Core Wealth Consultants, LLC a Registered Investment Advisor in the States of Florida, Indiana and Michigan. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Florida, Indiana, Michigan or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Core Wealth Consultants, LLC is not engaged in the practice of law. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

 

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