Core Financial Group

Core Financial Group is an independent wealth management firm located in the heart of Spokane Valley, Washington. Our firm is dedicated to providing personalized financial strategies that are tailored to meet the unique needs and objectives of each client. As an independent firm, we are not tied to any product or company, allowing us the freedom to act in the best interest of our clients without any external pressures. This independence also means that our clients receive objective and unbiased advice, ensuring that their financial goals are always at the forefront of our decision-making process.

Our Primary Purpose

At Core Financial Group, our primary purpose is to be the go-to advisor for every aspect of our clients' financial lives. We understand that no two clients are alike, which is why we provide every client with our undivided attention, from planning to execution and beyond. Our goal is to help our clients build, protect, and manage their wealth so they can enjoy the retirement lifestyle they've always dreamed of. We believe that long-term relationships that encourage open and honest communication are the cornerstone of our success. Our clients trust us with their financial future, and we take that responsibility very seriously.

Services Offered

We offer a wide range of financial services to meet the diverse needs of our clients. These services include:

• Retirement Planning: We help our clients create comprehensive retirement plans that take into account their unique needs, goals, and risk tolerance. Our retirement planning services include social security analysis, pension review, and tax-efficient retirement income strategies.
• Investment Management: Our investment management services are designed to help our clients grow and protect their wealth. We use an active, straightforward, and diversified approach that is tailored to each client's individual objectives. Our investment strategies are based on thorough research, rigorous analysis, and a deep understanding of market trends.
• Estate Planning: We help our clients protect their legacy by creating comprehensive estate plans that minimize taxes, avoid probate, and ensure that their assets are distributed according to their wishes. Our estate planning services include trust creation, estate tax minimization, and charitable giving strategies.
• Protection Planning: We help our clients protect their financial future by providing risk management solutions that are tailored to their unique needs. Our protection planning services include life insurance, disability insurance, and long-term care insurance.
• Money and Tax Strategy: We help our clients reduce their tax burden and maximize their after-tax returns by providing tax-efficient investment strategies, retirement plan optimization, and other tax-saving strategies.

Our Commitment

At Core Financial Group, we are committed to providing our clients with the highest level of service possible. We believe that our clients deserve personalized attention, objective advice, and unparalleled expertise. That's why we invest heavily in ongoing education and training, staying up-to-date with the latest trends and developments in the financial industry. We also believe in transparency, which is why we provide our clients with regular updates on their investments and financial progress.

Thank you for considering Core Financial Group for your financial needs. We look forward to helping you build a secure financial future.