Services
CORE Financial Advisors, Inc., is an independent 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, unbiased and we only answer to you. To execute that commitment we partner with Best-in-Class professionals and service vendors in a collaborative effort to deliver excellence. Please preview the following services we offer:
- Wealth Management – Assist in creating diversified & active 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 with an overlay tactical approach. Specialized portfolios are available for investments within trusts.
- Sponsored Retirement Plans – We offer Best-in-Class independent qualified plan partners in technology, administration, education and investments who together offer any kind of retirement solution. The plans are transparent and customizable to the needs of the sponsor and employees.
- 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, business, and estate planning risks that individuals and families face.
- Audit Services of Annuities and Life Insurance – Evaluating these vehicles to ensure your contract or policy is in line with your goals and expectations, which often times have changed since the original purchase.
- 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.
Business Owners Specialized Services
- Transition Planning/Selling Your Business – Complete sell-side merger and acquisition services to exit your business for maximum value.