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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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Testimonials

 Jim & Kimberly Coles

 

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. I can honestly say that I've never EVER met anyone quite like Jeff. His contagious spirit along with his many gifts and abilities has made a lasting impression upon my wife Kimberly and me.  The way in which Jeff has helped us plan for the future (as well as the future for each one of our 7 awesome children) has provided us with a peace of mind that we could not have possibly imagined prior to working with Jeff. Words alone cannot express our gratitude and appreciation for all of his very thoughtful and professional help!! 
- Jim & Kimberly Coles

 Julianne O'Connor

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. He is a master connector of good people. My wealth is my child's future and integrity to me is everything. It is rare to say you trust someone today. I trust Jeff with my with my life; therefore my money.

Check out my recent project. It was the #1 Spot of Superbowl 2011.
Doritos Pug Attack "Babe, don't hurt my dog!

Babe, Don't Hurt My Dog! 
- Juileanne O'Connor

 

Alicia Nowicki

Jeff has helped me realize my dreams of retiring from the State of California and starting my own business. He did that by showing me how to look at my resources as tools to accomplish my dreams rather than merely sustain myself while working for others. He helped me place my money in funds that will grow a safe financial core. Thus, I was able to go for what I want in life rather than respond to circumstances out of fear. When I had a major financial emergency, he worked with me and one of their expert contacts in mortgage management so that I could leverage my mortgage to my best advantage and respond quickly to resolve the emergency.

Jeff offers a 'can do attitude' that is tempered with research, analysis, and facts that support me in staying grounded. He truly is my safe money coache reminding me that I can thrive during what seems like a time of rapid change and uncertainty. I am grateful for his expertise and skill which has been an incredible gift to me!

Helping you have the life your heart desires with joyful and fulfilling relationships.www.CommunicationFromTheHeart.com - Alicia Nowicki

 

John and Chelsey Walker

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.

Check out John Walker's website at Keller Williams Realty at: www.northcountyslo.com

- Steve John and Chelsey Walker

Ragnar and Toni Gilberts

Both my wife Toni and I have been delighted with the services of the CORE Financial Group. Jeff has been both creative and helpful in providing us with guidance and specific assistance in matters financial. Specifically, he has made money for us as he has paved our way into safe investment opportunities and has been instrumental in his creation of a sales contract for us and our daughter and son-in-law to purchase our property in the AG Village that has benefited all of us. Also, Mark, Dan, & Chris have been gracious and helpful in their work with us in these endeavors. We are grateful to all of them.

- Ragnar and Toni Gilberts