Wealth
CoreFinancial
Our Services
While developing a customized financial program, we will walk you through a step-by-step process that may help you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a personalized financial program utilizing the following products and services:
Investment Services
Fee Based Financial Planning
Retirement Plans
Financial Plans
College Savings Plans
Comprehensive Portfolio Reviews
Professional Money Management
Cash Flow Analysis
Alternative Investments
Banking Instruments
Limited Partnerships for the Accredited Investor
Pension Plan Monitoring & Management
Tax Deferred Investment Plans
Risk Management
Comprehensive Estate Planning
Insurance Contract Analysis & Audit for
Life Insurance
Disability Insurance
Health Insurance
Long Term Care Insurance
Annuity Programs
Insurance Needs Analysis
Pension Optimization
Mortgage Acceleration Programs
Annuity Utilization
Corporate Services
Executive Benefits
Buy Sell Agreements
Non Qualified Deferred Compensation
Succession Planning
Employee Benefits
Group Health/Life/Disability
Pension, Profit Sharing & 401K Plans
Professional Employee Organization Services including Payroll Services & Employee Leasing
Employee Transitional Counseling
Customized Financial Plans for
Principals
Executives
Salaried Employees
Work Site Support Services
Voluntary non qualified payroll deduction plans for salaried and hourly employees to include Life, Supplemental Health, Long & Short Term Disability Income.
Opportunities to help people in your organization learn important financial planning strategies. Click here for information about The Complete Financial Management Workshops® for work sites, organizations, congregations, and associations.