Schedule a call https://cwc.appointlet.com/b/timothy-clifford My vision was to build an investment offering focused on clients that want a combination of online and personal financial advice; in summary, The Best of Both. My reasoning is that people are more informed and have more access to information than ever before, although they are also busy working and living life. Because of this, clients that work with him are typically fast learners who understand the importance of a process. While busy at work they want to have a person they can build a personal relationship with, someone who will provide financial advice or suggestions while offering technology that is focused on keeping them informed and up to date. 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.