Register for The Seven Pillars of Financial Well-Being Workshop

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
  • 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
  • Jeff has helped me realize my dreams of retiring from the State of California and starting my own business.
    — Alicia Nowicki 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
  •  Both my wife Toni and I have been delighted with the services of the CORE Financial Group partners. Jeff has been both creative and helpful in providing us with both guidance and specific assistance in matters financial.
    — Ragnar and Toni GilbertsRead More Testimonials

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Asset Allocation & Protection

Even though few people acknowledge it or talk about it, the fact is, there are really two categories of money that we call “Core” and “Dynamic” money. The purpose, management methods, and financial instruments appropriate for Core money are very different than those for Dynamic money. Our Asset Allocation and Protection Analysis process will help determine an appropriate allocation of your assets between these two money categories.

Core money has the purpose of creating and maintaining lifestyle over the long haul. It is money that must be there when you need it for whatever reason. It contains the financial resources that provide you a strong financial foundation. It provides you with highly available cash and provides financial confidence. Core money is money that must grow in a safe, predictable, and steady manner. It is money that must provide benefits that go beyond maximizing a rate of return. Core money provides benefits such as being there for unexpected expenses, loss of income, emergencies, emotional spending needs, and eventually retirement income. The financial instruments used to manage and grow Core money are what we call Safe Money Instruments.

Dynamic money has the purpose and offers the hope of creating new opportunities. But with it comes the risk that the opportunity may not pan out which means you may lose money in the effort toward realizing the opportunity. Dynamic money is money that you have over and above what you need to maintain the lifestyle you choose. It is often considered your discretionary money. It is money that you can lose without negatively affecting your lifestyle. Therefore, the financial instruments used to manage and grow Dynamic money are various forms of Risk Instruments. 

How much should you have in your Core versus Dynamic money categories? By working together and using our Asset Allocation and Protection Analysis process we can determine the appropriate amount of money to have in your financial Core.  We can help you select the Safe Financial Instruments that will insure your Vortex of Abundance is built on a strong financial core.

Contact Us for a free initial consultation.