What We Do
Financial Planning
Many people who come to us are not aware that they have potential that is greater than what they are on track to accomplish. Through innovative core strategies and methodologies, we strive to get them on a course to achieve financial success beyond what they believed was possible.
Learn More (PDF)Asset Management
We believe that portfolio assets, which are either in retirement accounts or after-tax accounts, should be viewed in the overall context of your financial strategy. This allows our team to look at a big-picture view of how to allocate the assets to improve financial usage and manage potential wealth loss.
Learn More (PDF)Insurance Planning
We believe that an effective wealth strategy looks at every aspect of your spending to discover opportunities to lower costs and increase benefits. Our strives to identify and analyze potential risks and gaps in your planning and make recommendations designed not only help protect you from the unexpected but also help your wealth-building potential.
Learn More (PDF)College Planning
With the increasing cost of a university education and new alternatives and strategies that are proven to be effective in helping mitigate the expense, it’s crucial to be informed about all options. We have the key insights into helping parents plan for their child or children’s ongoing education and development after they have graduated from high school.
Learn More (PDF)Retirement Planning
Our wealth strategists take a ‘begin with the end in mind’ approach to designing a plan to your financial security. By making informed decisions today regarding your approach to retirement planning, you can improve your outcomes without needing to drastically change your current habits.
Learn More (PDF)Legacy Planning
We understand that planning for your future does not involve yourself, but your loved ones and businesses. It’s crucial to take the necessary steps to help preserve the wealth you have accumulated.
Learn More (PDF)Who We Help
Core Wealth Strategies are fully-customized based on you – from individuals and families with different careers and lifestyles, to business owners and industry professionals with specific wants, needs, and goals.
Families & Individuals
We understand that no two people, couples or families are the same - and neither are their finances. Our process starts with listening. Whether you need assistance planning for retirement, developing an estate plan, or making choices in preparing to finance your children’s education, we can develop a customized strategy for any phase of life.
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Business Owners
Not only will our team look at each aspect of your business' finances, we’ll also offer a comprehensive approach that looks at how each of these elements work together to help maximize your financial potential. We start with a Business Valuation which helps us understand the true value of your business, followed by Succession Planning and more.
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Companies
We offer customized financial wellness education programs tailored to your organization. These seminars are designed specifically for your organization, and can play a key role in retaining and motivating staff, as well as giving them a clear path towards achieving their financial needs, wants, and desires.
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Hospitals/Medical Professionals
When it comes to the healthcare industry, we’ve found that medical professionals have a very different and specific set of financial needs when it comes to planning and investing. We understand that as medical professionals, your financial situation changes as your practice grows.
Learn How We Can Help (PDF)About Us
Core Financial Group was built on an honest upbringing & decades of priceless, real-world experience in the financial industry.
We take a different approach when addressing your Financial goals, using time-tested economic principles that have been effective for years as part of legacy planning. We take a thoughtful, strategy-oriented approach based on these principles and financial philosophies to help you grow your wealth and manage loss.
Jamie Mundy
Jamie* founded Core Financial Group in 2009 and enjoys meeting with couples, business owners, and individuals to learn about their financial goals. He's a big proponent of teaching families how to create generational wealth to ensure their kids, grandkids, and generations to come are financially secure.
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Aaron C. Thierry
Aaron is an experienced wealth strategist who enjoys helping, educating, and supporting clients as they develop strategic plans for the future. Aaron began working at Core Financial Group in 2011 even though his friendship with Jamie started on the first day of kindergarten. He enjoys the strong family dynamic Core Financial has internally and with their client.
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Patrick C. Lalley
Patrick* is a relationship manager and wealth strategist assistant with Core's current and prospective clients. He works closely with companies involved with the Core Financial Wellness Program, and works with Aaron in assisting business owners and employees with building wealth, creating cash flow, and sustaining generation wealth.
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