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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.
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Books

Here you will find some recommended reading organized by category. These are books that we have read and have found helpful to many of our clients.

Relating with Money

Busting Loose From the Money Game
A Spiritual Guide that shows you a joyful new way to create and experience total abundance
By: Robert Scheinfeld
John Wiley & Sons ©2006
ISBN: 978-0-470-04749-1
http://www.bustingloose.com/
The Energy of Money
A Spiritual Guide to Financial and Personal Fulfillment
Includes 12 principles for achieving abundance
By: Maria Nemeth, Ph.D.
Ballantine Wellspring ©1999
ISBN: 0-345-43497-8
http://www.masteringlifesenergies.com/
Money For Life
How to thrive in good times and bad
Includes the Four Pillars of Financial Security
By: Jeffrey Reeves MA
Poor Richard Publishing Co. ©2008
ISBN: 978-0-9797709-0-6
http://www.youbethebank.com/
Money Harmony
An excellent guide on resolving money conflicts in your life and relationships. It includes your money personality quiz and techniques for resolving money based conflicts.
By: Olivia Mellan
Walker Publishing Company, Inc. ©1994
ISBN: 0-8027-7456-3
http://www.moneyharmony.com

 

Money Management Strategies

Money
What Financial “Experts” Will Never Tell You
Includes 10 Money Mastery Principles
By: Alan M. Williams, Peter R. Jeppson, Sanford C. Botkin
Time & Money, LLC ©2006
ISBN: 0-9788766-0-1; 978-0-9788766-0-9
http://www.moneymastery.com/

 

 

Complete Guide to Money
How to go from debt to financial peace
Practical easy to read guidance on building financial balance
Includes 7 baby steps for getting started toward financial health
By: Dave Ramsey
Lampo Press ©2011
ISBN: 978-1-937077-20-4
http://www.daveramsey.com/home/

 

Money & Spirit Workshop
Workshop for integrating spiritual and financial lives
Step-by-step guide on creating a secure financial life
Includes the 8 Financial Archetypes
By: Brent Kessel, CFP and Spencer Sherman, MBA
Sounds True ©2011
Product codes: 2114n, c2114n, wc02114n
http://www.moneyandspiritworkshop.com/

 

Pirates Of Manhattan II
An eye-opening look into what really goes on within the financial industry. It exposes the greed and poor behavior of many of the leaders of Wall Street. It discusses, “Dave Ramsey’s love affair with mutual funds and his 12% delusion.”
By: Barry James Dyke
Castle Asset Management, LLC. ©2012
ISBN: 978-0-9847401-0-9
http://thepiratesofmanhattan.com/

 

Safe Money Strategies

A Path to Financial Peace of Mind
Learn how to shield your savings
Achieve predictable growth
Avoid paying credit card interest
Create a multi-generational financial strategy
By: Dwayne Burnell, MBA
FinanicalBallGame Publishing ©2010
ISBN: 978-0-98413-350-5
http://www.financialballgame.com/

 

Tax Free Retirement
An introduction to the financial tools that serve as the best conduit for long-term financial accumulation. It includes avoiding the 9 financial land mines and hidden retirement traps.
By: Patrick Kelly
Patrick Kelly ©2007
ISBN: 1-4251-1082-7
http://www.tax-freeretirement.com/

 

Become Your Own Banker
A detailed explanation of how to use permanent life insurance to create a personal banking system. It covers basic and advanced concepts with multiple illustrations. It includes how to avoid the retirement trap.
By: R. Nelson Nash
Infinite Banking Concepts, LLC. ©2008
ISBN: 0-9726316-1-5
http://infinitebanking.org/