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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Financial Balance

So what exactly do I mean by Financial Balance? I use the phrase to reveal the fact that we have been taught to manage our personal finances from a perspective of extremes. When we get to the point that we can afford to put some money aside for our future we fall prey to the financial marketing engine that encourages us to go for the big returns on our money. We put the money at risk and call the process savings. That is not balance.

Balance implies equal distribution, mental and emotional stability, and calm judgment. Staying in balance requires a commitment to both balance and discipline. When it comes to personal finances, balance means applying that commitment to every aspect of your personal finances. Financial balance involves a good understanding of the following concepts:

  • Money is energy
  • There are two types of money and three types of core money
  • Spending (purchasing) is emotional
  • Understanding your financial personality
  • There are three types of generosity
  • Unexpected expenses (emergencies) happen
  • Unsecured debt is a trap
  • Investing and Savings are not the same thing
  • Asset allocation and risk mitigation must be utilized

In our Financial Balance presentations we provide participants an overview of each of these concepts and share ideas on how to use these concepts to create positive financial results.

We also offer multi-session workshops that help participants explore each of these concepts in detail. During the workshop we provide practical tools and tips on how to effectively manage and use each concept to create the financial results you want.

Of course, in both our presentations and workshops, we discuss safe money instruments and provide you with an overview of how safe money instruments can help you achieve your financial goals.