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ABOUT

 

Helping you...

Reduce taxes
Create a steady income stream
Access better investments

So you can...

Live boldly & generously

As an independent boutique financial planning & investment management company, we lead with the mission of helping families plan intentionally and live fully. 

A purpose-driven life is about more than racking up the retirement dollars but exploring the possibilities that come with a healthy and funded retirement.  

Real Value, 
Customized 
FINANCIAL PLANNING
TAX OPTIMIZATION

INVESTMENT MANAGEMENT

PERSONALIZED ADVICE

RETIREMENT PLANNING

SERVING CORPORATE INTERESTS

SOCIAL SECURITY TIMING

 
 

FOUNDER & WEALTH ADVISOR

Josh Elmore, CFP®

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Josh is a Certified Financial Planner with a passion for helping others achieve the most in their financial life.  As an Independent Advisor, JOsh realizes his creative spirit and desire to make complex problems solvable for his clients. 

A Chicagoland native, Josh is now a transplant to the fast growing Sarasota, FL area with his wife, Mary.  While he misses much about back home (mainly the people and the pizza), he wouldn't trade the move he and his wife made to sunny Florida.

As a former collegiate lacrosse captain and lacrosse coach, Josh understands that dynamic teams of talented people move clients forward more than any one individual.  For this reason, Josh leverages additional expertise from CPA's and Attorneys to ensure value beyond investments is delivered to clients.

"Our desire is to have a significant and purposeful impact in the lives of our clients. At Plan Wealth Creative, we are with you and for you and we hope to meet you soon to help you plan intentionally and live fully along your wealth journey!"

- JOSH ELMORE, FOUNDER