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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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Estate Planning

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you when you die.

To put it simply, estate planning involves deciding how you want your assets distributed after you die (or become unable to make your own financial decisions).

It's important to have a basic estate plan in place regardless of your net worth. It is one of the most important steps you can take to make sure that your final property and health care wishes are honored, and that your loved ones are provided for in your absence.

Regardless of your age or the size and complexity of your estate, an estate plan can accomplish the following:

  • Identify the family members and other loved ones that you wish to receive your property after your death.
  • Ensure that your property will be transferred to those you have identified as quickly, and with as few legal hurdles as possible.
  • Minimize the amount of taxes that will need to be paid in order for your property to pass to others after your death.
  • Avoid the time and costs associated with the probate process by utilizing estate planning devices like living trusts and "payable on death" bank accounts.
  • Dictate the kinds of life-prolonging medical care you wish to receive should you be unable to make your wishes known when the time comes.
  • Set forth the kind of funeral arrangements you would like, and how related expenses are to be paid.

An estate plan will include several elements:

  • Wills: A will is a legal document that lays out the fate of your property after your death. It states who receives your property and in what amounts.
  • Trusts: A trust is an arrangement where you entrust property to a person or an organization. The person or trustee is tasked with managing the property on behalf of your beneficiary or beneficiaries.
  • Power of Attorney: Power of attorney gives a person or organization the legal power to handle your affairs when you're unable to do so. You will want to create a Medical Power of Attorney to insure that someone you trust will make medical decisions on your behalf in the event you are incapacitated. You will also need a Financial Power of Attorney which allows someone you trust to manage your assets on your behalf if you're unable to do so for yourself.

Estate planning can be complicated so let us help you with the process. We have experts available to help you at affordable rates. 

Contact Us for a free initial consultation.