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 partner with families, individuals and businesses to help them identify their needs and goals, and help them to create a sustainable, cost effective and efficient path towards success.

Blog

The Estate Plan That Looks Complete on Paper

Elisabeth Hickox |
Categories
Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...

What $100 Invested in 1928 Would Be Worth Today

Elisabeth Hickox |
Categories
Investments
Finance
Savings
Retirement
Risk Management
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off. But what if the most expensive financial decision isn't a bad choice — it's no choice at all? That's what nearly a century of market data suggests. And the numbers are hard to argue with. What $100 Looked Like in 1928 In the late 1920s, $100 went a long way. It could...

When the Headlines Keep Changing, Your Strategy Shouldn’t

Elisabeth Hickox |
Categories
Investments
Finance
Risk Management
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...