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Helping you design and preserve your way of life.

Welcome to our website! 

You will find a wealth of information here in the form of newsletters, informational articles, calculators, and research reports. By establishing goals and working together, we can help you protect, grow, and preserve the lifestyle that you want for you and your family.

Browse around our site to find a wide variety of useful tools. The professionals at CORE Financial created this website to help you grow your understanding of important financial concepts. 

Please let us know how we may help you achieve your financial goals.

Helpful Content

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.