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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

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?