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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

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.