01. About Us
We chose Core Financial Partners to reflect our belief that at the core of every relationship is open communication and trust. We learn what is most important to our clients and allow that understanding to guide interactions and advice. Goals and objectives provide focus, purpose, vision, and direction for the financial planning process and personal values and attitudes shape priority placed on them.
02. Our Philosophy
Unlike most advisors, we are not seeking to grow a large client base of “high net worth families and business owners”. Like our clients, we place a value on relationships and the value they deliver far beyond a bottom line.
Our practice is small, and deliberately so. Meet our team.
03. CFW Client Experience
We welcome you to share your expectations of a financial advisor; such as how you'd like to be communicated with and how often you'd like to meet. In return, we will gladly share our respective experience, skills and value and how we work together to help clients achieve their best life possible. Learn more about our process.
Our Services
Individual & Family Wealth Planning
Insurance Services
Corporate Retirement Advisory
Our Team
We manage assets for individuals and families, providing investment management, and financial planning services.
Blog
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about outliving their retirement funds. However, there are some things you can do now to help mitigate the very real risk of outliving...
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs. Pat’s sister suggested they buy $500,000 life insurance policies like she and her husband did when their child was born. Given the disparity in...
Has a dog or cat grabbed hold of your heart? It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog or cat parents in minutes. With animal shelters across the U.S. frequently at their max, there are a record number of dogs and cats available for adoption. Of course, there are also those that are looking for a...
