Core+ Financial Strategies is Now Plains Wealth Management – Same Experienced Team!

We desire to have a comprehensive holistic relationship with you and strive to actively participate in all wealth management areas – from advising on tax-smart investment and planning strategies to working with your legal team on your estate plan, to helping you decide if you’re ready to retire. Regardless of the issue, we are prepared to advise and work with you in every area of your financial life.

A disciplined, long-term approach to building globally diversified portfolios with a focus on minimizing tax liabilities. We leverage our own specialized expertise, plus the advanced research of Raymond James, our broker-dealer.

Expert decision-making support, tailored to your unique needs. We help you set goals, create a comprehensive financial plan, review performance and make periodic strategic adjustments to your plan.

Unbiased, tax-centric advice on life, long-term care and disability coverage. To provide you with greater value and coverage that meets your specific needs and protects your legacy.

Complete investment planning for retirement — helping you develop a clear vision of how you define retirement. Taking a close look at your potential retirement-income sources we help you realize your vision for retirement.

Guidance on how to pass your wealth on to reduce or eliminate taxes to your beneficiaries. We coordinate with attorneys on wills, trusts, and other legal documents.

Instruction on available investment vehicles and tax-saving options. Together, we can develop a plan to help fund education for your children, grandchildren, other family members — or even you.

We help you consider the possible tax implications of a legal entity, such as business structure, retirement plans, compensation, business insurance and other issues.

Proactive tax planning to minimize the taxes you owe. Our expertise in investment strategies and tax management makes us uniquely positioned to provide tax management services.

Helping you adjust to your new reality. Big life changes can be a time of confusion and uncertainty. You want to make the next right decisions for your future, but you aren’t sure what those should be.

Schedule Your Complimentary Consultation Today!