Build Your Own Financial RoadMap™

We will show you the key components of a personalized financial plan. And we will discuss how you might prioritize financial decisions too.

This is an introduction to the components you want to consider when building a financial plan and maybe even more important, how to prioritize some of the financial decisions you are ask to make.

Tim Clifford is a CFP® and will review three risks investors face and how to manage and/or mitigate them.

We will be conducting the workshop in the conference room on the 1st Floor of the Citrus Tower in Clermont. There is a great coffee shop, Mountaineer Coffee, there and for attending, you will be able to order a drink of your choice.

For more information or if you have questions, feel free to call Tim Clifford at 407-393-5985 or email him at timothy.clifford@planassist.com

Agenda

• Key components to a financial planning
• Three risks to consider when building a plan
• Simplicity is critical – One Page
• Q&A Throughout

Space is limited to 12 (room size), so be sure and confirm if you are interested in attending.

All written content is for information purposes only.  This workshop is for educational purposes and is not intended to provide any tax or legal advice or provide the basis for any financial decisions.  Opinions expressed are solely those of Core Wealth Consultants and our 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.