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Introduction & Overview

This is a short overview of why Janet is reaching out.

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Here's a simple way to potentially improve your financial situation or that of your employees. A financial check-up could lead to enrollment at a discounted fee, or at the very least, it's a valuable investment of your time. 

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It Starts with a Plan

The essence of having a plan is captured in the 'Here-There Strategy.' This process begins by assessing your current financial position—'Here.' It involves evaluating your income, assets, liabilities, and identifying any potential risks and opportunities. The next step is to envision where you want to be—'There.

The Importance of Diversification

Diversification is not a new concept; its roots stretch back thousands of years, and it remains a vital component of financial decision-making. King Solomon, regarded by many as the wealthiest man in human history, offered this timeless advice in Ecclesiastes 11:2: "Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land."

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Significance of Obtaining Counsel 

Both informal and formal advice play crucial roles, albeit in distinct ways. Acknowledging and understanding these differences is key. We will explore the distinctions between the two and explain why each is extremely valuable, yet distinct.

Reach out, and let's connect!

Thank you for reaching out!

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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