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Navigating Your Financial Future

At Core Financial Group, our mission is to help our clients make the most of their financial lives.

In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on trying to enhance the security of our clients’ accumulated wealth during their lifetimes and beyond.

As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected and unexpected. We work as your partner, providing you with counsel on an ongoing basis.

Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

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Navigating Choppy Financial Seas

At Core Financial Group we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible.

Working Together

Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in sync, with every item properly addressed.

Correcting the Course

We design, manage and protect your investment strategy with three financial risks in mind: investor emotions, portfolio volatility, and premature capital depletion.


One of the most important components of any successful advisory relationship is truly understanding who you are as a person.

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."