It is Our Goal to Understand Your Path & Elevate Your Wealth Beyond Traditional Benchmarks.

 

Individually Designed Tactical Strategies

That’s why we continually go above and beyond to support you, your goals, and your future. Through our holistic approach, we work tirelessly to try to simplify the complexities of your financial life and articulate clear options and practical solutions. In doing so, we have the ability to synthesize your plan by seeking out alternative solutions and applying a bigger perspective to each individual piece of your puzzle. So every step of the way and for decades to come you know you’re supported, understood, and prepared.

 

Core Capital’s Customized Financial Planning Process

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*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

To best serve you and all of your needs personally as well as professionally, I am able to evaluate all products across the industry to help you find the most suitable solution for your particular situation, including:

 
 
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Individuals & Families

  • Wealth Management Services

  • Retirement Planning

  • Financial Planning

  • Income Protection Strategies

  • Wealth Accumulation Strategies

  • Disability Income Insurance

  • Estate Conservation Strategies

  • IRA Consolidation/Rollovers

  • Term Insurance

  • Mortgage Protection (through life insurance and disability income insurance)

  • Pension Payout Alternatives

  • Universal Life Insurance

  • Whole Life Insurance

  • Variable Universal Life Insurance

  • Fixed and Variable Annuities

  • Charitable Giving Strategies

  • Lump Sum Pension Distribution

  • Pension Transfer/Rollovers

  • Complimentary Workplace Financial Analysis for Employees

  • Long-Term Care Insurance

 
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Business Services

 

  • Protecting Owners and Key Employees

    • Buy/Sell and Cross Purchase Agreements

      • How to fund these agreements

    • Key Man Insurance

    • Executive Bonus Plans

  • Protecting Your Employees

    • Group Life Insurance

    • Group Disability Insurance

 

  • Retaining Your Employees

    • 401k Plans

    • Profit Sharing Plans

    • Executive Bonus Plans