Core Wealth Planning

Core Wealth Planning Providing individuals, families, & small business owners with financial education to help define and manage their long and short term financial goals.

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

06/17/2026

LPL's Weekly Market Performance for the week of June 1, 2026, highlights geopolitical tensions, AI earnings, and economic data that rippled across markets.

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update ...
06/15/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

See key market data for the week ending June 12, 2026.

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update ...
06/15/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

The latest issue of Market Week is available.

06/15/2026

LPL's Weekly Market Performance for the week of June 8, 2026, highlights choppy geopolitical and AI-driven trading, bond market moves, and inflation data.

06/14/2026

The 2026 World Cup shifts from concentrated spending to a more diversified economic model, with impacts spread across regions, industries, and cities.

06/13/2026

LPL Research discusses how oil markets are interpreting a potential U.S.-Iran deal, and the near-term path for oil markets and supplies.

06/12/2026

AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

06/10/2026

In this episode of LPL Market Signals, we sit down with PGIM to break down the state of the economy and corporate credit markets amid geopolitical uncertainty and shifting Fed expectations. We explore resilient earnings, improving credit quality, and the tension between tight spreads and attractive....

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update ...
06/09/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

See key market data for the week ending June 5, 2026.

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update ...
06/08/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

The latest issue of Market Week is available.

Address

2708 Butterfly Jasmine Trl
Sarasota, FL
34240

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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