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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

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.