Discover the Real You

Our proprietary discovery process helps you identify what is important about money to you and reveals your core life values. Only then are you able to make the most balanced financial and life style choices that will enrich your life.

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Create Solutions with Guaranteed Results

We only work with the highest rated insurance companies; many of whom have centuries of experience and longevity. Our specialty is in creating financial plans that leverage the power of safe money instruments.

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Focus on Your Financial Core

Too many advisors focus on investing and don’t offer solutions that help you build a strong financial core. This is what makes us different. Only when you have built a strong financial core are you able to properly protect yourself from unexpected economic storms.

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  • I've been blessed to the max throughout my career in professional golf as well as my year's in ministry to rub shoulders with some pretty incredible people. Jeff has helped us plan for the future...words alone cannot express our gratitude.
    — Jim & Kimberly Coles Read More Testimonials
  • Gary's Financial Balance presentation was the deal clincher for us. It is amazingly comprehensive, yet very easy to follow. He is very professional and knows his stuff. We simply have never had that level of confidence or trust in the motives with other financial counselors.
    — Steve & Gila ZakRead More Testimonials
  • I have known Jeff and been a client of his for over 20 years (not to age myself). He has been a mentor and an inspiration while undeniably helping me to increase my net worth.
    — Julianne O'ConnorRead More Testimonials
  • Gary and Jeff have helped me realize my dreams of retiring from the State of California and starting my own business.
    — Alicia Nowicki Read More Testimonials
  • From the moment Gary began assisting me with my financial requirements I knew I had struck gold! Thank you Gary!
    — Hilary Anderson Read More Testimonials
  •  Jeff’s experience, knowledge and effective communication have been a tremendous asset to our family. We appreciate how Jeff showed us how we could purchase more investment properties by strategically arranging our financial assets.
    — John and Chelsey Walker Read More Testimonials

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The CORE Financial Group Story

For years we have been subjected to financial marketing that has downplayed the risks associated with investing. We have been led to believe that placing money in risk instruments, such as the stock market, is a reasonably safe way to save and grow money. This wasn’t such a big deal until the year 2000.

It is no mystery that stock markets steadily increased in value between 1950 and 2000. Sure, there was some risk and some down turns such as Black Monday on October 19, 1987 where the stock market plunged over 20% in one day. However if you were diversified and you held your positions for the long run you were likely to enjoy a reasonable rate of return on your investments. That is just not the case anymore.

Since 2000 the investment markets have been intensely risky and rates of return have been all over the map. Depending on when you needed your money you may have had to take a significant loss to get your money.

Reasonable Risk and Rate of Return? Intense Risk?


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