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.

View more..

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.

View more..

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.

View more..

  • 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

Sign up for our Email Newsletter

* indicates required

Get started today. Search our website and learn more

Safe Money Financial Instruments

The money you have hidden away as your Core Money must not be at risk. Core money must be set aside for emergency, emotional, and long term spending needs. Since core money must be there when you need it, the return of your core money is more important than the return on your core money.Growth of $100,000 in an actual Fixed Indexed Annuity (9/30/98 – 9/30/10)

Safe Money financial instruments protect your principal from loss as long as you follow the initial guidelines, and if you decide to take your money and leave, you know exactly what leaving early will cost. When you own Safe Money products you need not worry about the rise and fall of the economy or the investment markets. There is a chance that your returns won’t beat inflation, but you have the advantage of always having your money when you need it. A good Safe Money financial instrument will guarantee the return of your money, provide a competitive rate of return, and offer returns that have some ability to keep up with inflation.

Safe Money products are provided by insurance companies, the federal government, credit unions, and banks. The federal government offers savings bonds. Credit unions and banks offer insured savings accounts, certificates of deposit, and money market accounts; none of which provide the competitive rates of returns or the benefits that insurance company products offer.

The best place for your long term core money is in either fixed annuities or permanent life insurance. These are safe money financial instruments that include competitive rates of return, tax deferred accumulation, an ability to grow with inflation, and a variety of ways to access your money when you need it.

As your “Safe Money Coach” we are experts at helping you make informed decisions regarding the most appropriate safe money financial instruments that will help you build a strong financial core.