PlanAssist® Information

PlanAssist is an example of an Assistance in Retirement Planning benefit. PlanAssist assigns a personal advisor to each employee enrolled in the program. Together, they will build a personalized retirement plan and talk through the many questions an employee might have such as: ● When should I take Social Security? ● How do I minimize taxes? ● When and how do I enroll in Medicare? ● When can I retire? ● How should I have my money invested? Schedule a no-obligation Zoom call today, and see how you can help your aging workforce while increasing their productivity and job satisfaction All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Core Wealth Consultants 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 or qualified professional before making any financial decisions. We are not affiliated with or endorsed by any government agency. Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus. Financial planning and investment advisory services are offered by Core Wealth Consultants a Registered Investment Advisor in the State of Florida.The presence of the 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 State of Florida, Indiana and Michigan or where otherwise legally permitted.