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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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Vortex of Abundance

What is the Vortex of Abundance? It is the sum total of the flow or your living energy. It is all of your resources summed up in the phrase and illustration – Vortex of Abundance.

Consider that everything is energy. You give and receive energy all day long. How you present yourself to the world is a bi-directional expenditure of energy.  Sometimes this energetic exchange is subtle and sometimes obvious. But the energetic interaction is always operating and flowing.

An obvious form of giving and receiving energy is in the use of money. You earn money by giving to others some of your life energy.  When you spend money, you are showing others appreciation for the sharing of their life energy; often as a result of a purchase in the form of a product or service. We are all on a journey that involves the flow of energy in the form of earning, spending, and accumulating money. We call that flow of energy our Vortex of Abundance.

Our Vortex of Abundance may be larger than some folks and smaller than others. But there is one thing that we all have in common – we all want to increase our Vortex of Abundance. At a minimum we want to keep it from getting any smaller.

There are many ways to enlarge your Vortex of Abundance. The challenge is to grow it in a balanced and sustainable manner. Helping you establish a balanced and sustainable Vortex of Abundance is our specialty at the Core Financial Group.