Core Financial Group

Who We Are

Core Financial Group is a team of financial planners and investment advisors dedicated to building solid financial plans with individuals, businesses, and farmers. We take a personalized approach, getting to know you and your unique goals before crafting a customized plan that aligns with your vision for the future.

Our Approach

Our process starts with an in-depth conversation to understand your individual circumstances, aspirations, and concerns. We delve into aspects like:

• Health: Addressing specific healthcare concerns and financial implications.
• Family: Prioritizing family needs and estate planning considerations.
• Lifestyle: Defining your ideal lifestyle and aligning financial plans with that vision.

Our Team

Led by experienced professionals, our team comprises:

• RIA-Broker/Dealer: Skilled in crafting investment strategies and navigating the financial landscape.
• Research Team: Staying abreast of market trends and regulations to provide informed guidance.
• Advanced Planning Team: Developing sophisticated financial models and addressing complex scenarios.
• Retirement Team: Experts in crafting personalized retirement plans and maximizing your benefits.

Our Services

We offer a comprehensive array of services, including:

Individual Services

• Comprehensive financial planning
• Investment portfolio management
• Estate planning and wealth preservation
• Retirement planning and analysis

Business Services

• Business succession planning
• Employee benefits consulting
• Financial risk management

Farmer Services

• Agricultural succession planning
• Farm succession planning
• Tax optimization strategies

Resources and Tools

We utilize advanced technology and financial tools to enhance your financial journey:

• Financial calculators for budgeting, investing, and retirement planning
• Market news and insights to stay informed about economic trends
• Client login portal for secure access to your financial information

Our Commitment

At Core Financial Group, we believe in building client relationships based on trust and transparency. We are fiduciary advisors, which means we are legally bound to act in your best interests. Our success is directly tied to your financial success, and we are motivated to deliver exceptional outcomes.