Services
CORE Financial Advisors, Inc., is a fee-based registered investment adviser. As a fiduciary we are responsible to you, the client, and as such we pledge to place your needs first in all that we do. The services we offer are open, objective, unbias and we only answer to you. Please preview the following services we offer below:
- Wealth Management - Assist in creating diversified investment portfolios for clients who seek preservation of capital, specific income or growth accumulation needs. Concentration is directed to help clients understand, quantify and manage risk. Different types of investment asset classes are utilized and optimized to achieve strategic diversification across client’s investment portfolio. Screened qualified money managers are then used to achieve the client’s targeted return. Portfolios are constructed and operated by employing an active tactical approach to further reduce investment risk.
- Asset Risk Management – Risk management is the foundation of any personal wealth plan. We implement appropriate risk avoidance techniques and risk reduction planning involving death, disability, long term care, elder care, business, college and estate planning risks that individuals and families face.
- Financial and Estate Planning – Assist clients in developing a comprehensive wealth and estate plan which minimizes or eliminates estate taxes so you can bless your family, love ones or charitable organizations that are aligned with your interests and values.
- Retirement Planning – How much is enough? Will we run out of money? How do we take distributions from our IRA? These questions and more will be addressed and planned for through our services and offerings.
- Charitable Planning – Wills, trusts and tax strategies only tell advisors, heirs and others how estate assets will be distributed. Our charitable planning focuses on answering why through creating an individualized, values-based family financial philosophy.
Business Owners Specialized Services
- Transition Planning/Selling Your Business – Complete merger and acquisition services provided to exit your business.