Pacificor

At CORE, we believe that wealth is more than just a number - it's the ability to fully experience life. Our philosophy is centered around helping individuals curate an abundant, fulfilling life, where reaching financial goals is just a means to an end. We don't just focus on money; we focus on the life you want to live.

Our Approach

We take a unique approach to financial planning, one that prioritizes your goals, values, and aspirations above all else. We believe that financial planning should be tailored to your individual needs, not a one-size-fits-all solution. Our team of experts, including financial planners, public accountants, financial specialists, and retirement specialists, work together to provide comprehensive guidance and support.

Our Services

At CORE, we offer a range of services designed to help you achieve your financial goals and live the life you want. Our services include:

Financial Planning: We believe that financial planning is a long-term, evolving process built on a series of intentional decisions tailored to your specific goals and aspirations.

Wealth Management: We implement comprehensive services and processes to grow, protect, utilize, and distribute wealth with respect to your unique needs.

Financial Consulting: We provide focused analysis for your specific needs, whether it's a business analysis, a review of your alternative investments, or a study of profitability of real estate properties.

Planning for Life Transitions: We're here to help you navigate life's transitions, whether it's retirement, divorce, or the loss of a loved one.

Tax & Estate Planning: We help you navigate the complex world of tax and estate planning, ensuring that your financial affairs are in order.

Our Values

At CORE, we value approachability, attentiveness, adeptness, personalization, and partnership. We believe that financial planning should be a collaborative process, one that prioritizes your needs and goals above all else.

Get to Know Us

We invite you to get to know us, down to our core. Explore our pages, learn about our philosophy, values, and services, and discover how we can help you achieve your financial goals and live the life you want.