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FINANCIAL FIDUCIARY ADVICE, ALWAYS.

Our mission is to nurture and support our clients through life's financial challenges and opportunities.

We strive to be Yuba/Sutter's premier trusted financial planning and investment firm.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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 guidance 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.

Understanding

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

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."