Joshua Sands is a Certified Estate and Trust Specialist. Core Wealth helps fully and partially self-employed, families, and individuals such as professors, doctors, small business owners create a sound financial foundation. We will walk you through a step-by-step process that will make you feel confident in your decisions. If you are receiving multiple sources of income, there are many options we can assist with. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
•University & Hospital Qualified Defined Contribution Plans - Assist & advise participants in the setup and management of their personal 403(b) & 457 employer plans.
•Small Business - Employer sponsored retirement plan set-up and management.
•Tax Planning - Pre and post tax deferral & potential reduction, Tax advantage strategies for non qualified taxable accounts.
•Investment management - Mutual funds, ETF's, DPP's, Stocks, Bonds, College savings.
•Retirement strategies - Retirement accumulation and distribution strategies.
•Estate Planning - Estate tax advantage and focus protection strategies.
•Insurance and annuity products
Securities offered through LPL Financial. Member FINRA/SIPC www.finra.org and www.sipc.org Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and Core Wealth Planning are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.cw-planning.com
