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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

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The New Wild West: Bitcoin

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.