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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Life Insurance Review

In recent years there have been significant changes and upgrades to life insurance products. Longer life expectancies and increasingly competitive and innovative product design features have led to a transformation within the life insurance industry. New life insurance products have been developed that offer a variety of new benefits at costs that are equal to or lower than older policies. Now is the time to get your life insurance review.

Our Life Insurance Review program is a thoroughly objective evaluation of your current life insurance coverage. The process is designed to determine whether your policy’s performance is in line with your goals and expectations which often times have changed since the original purchase of the coverage.

If we conclude that the existing coverage is not meeting your needs or performing as expected, the next step is to determine whether more cost effective or enhanced coverage is available to you. It has been our experience that, in the majority of cases, the potential for improvement is discovered and we have the opportunity to present options. These options may include an increase in death benefit at current premium levels, a reduction of premiums while maintaining the same coverage, extending guaranteed coverage periods, or providing similar coverage but with living benefits and lifetime income options.

We are committed to ensuring that you have the opportunity to benefit from the most up-to-date medical underwriting and product enhancements available.

 Our expertise includes working closely with:

  • Individuals as they experience life’s changes.
  • Businesses using key-man policies and other executive life insurance policies for various strategic reasons. Changes through retirements, termination, sale, or acquisition of businesses can require changes in coverage and benefits.
  • Non-profit organizations who often receive life insurance policies as donations.  Policies should be reviewed regularly to ensure continued performance or consider alternatives. There are often short term and long term solutions that could benefit the non-profit.

Contact Us for a free initial consultation.