VALUE OF AN ADVISOR

Core Financial Group is dedicated to helping individuals retire on their terms, with investments that they’re comfortable with. Some of our services include:

  • DROP and Pension Rollovers
  • FRS Employees
  • 401(k), 403(b), 457, and other employer plans
  • Social Security Optimization
  • Roth Conversion
  • Retirement Income Plans
  • Life Insurance
Learn More

Welcome to The Core Financial Group

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

Ask Us A Question

    Recent News

    5 Reasons You Need Life Insurance

    Life insurance is a fundamental and essential component in any ...

    Read more

    The Benefits of Long-Term Care

    Long-term care is an essential component of healthcare that ...

    Read more

    National Financial Freedom Day: A Celebration of Financial Responsibility

    National Financial Freedom Day is an annual observance held on ...

    Read more

    Critical IRS Update: Understanding 2025 Revenue Proposals

    The IRS regularly introduces modifications to tax laws, and ...

    Read more