At Core Financial, we believe everyone should be able to live the retirement they’ve always wanted. We work to help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
THE ROADMAP TO RETIREMENT
Our process is designed to help our clients achieve simplicity and confidence prior to and during their retirement years. We focus around 5 key areas of your current financial life.
INCOME PLANNING
Our goal is to help ensure you do not outlive your money with a reliable and predictable plan.
INVESTMENT PLANNING
We create an investment plan together that helps ensure your money lasts as long as you do and you sustain your lifestyle.
TAX PLANNING
We create a comprehensive retirement plan that includes a strategy for decreasing tax liability.
HEALTH CARE PLANNING
We create a plan to help address rising health care costs with a minimum cost to you to ensure you have enough to cover potential expenses.
LEGACY PLANNING
By working collaboratively with a qualified estate planning attorney, our goal is to make sure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.