The Orange Bag

You’re here which means you must have grabbed one of our Orange Bags or saw us around your office or at an event. Either way, we’re glad you made it here.

Who Are We?

Core Financial Group is a team of financial strategists whose objective is to protect, save, and grow for individuals, families, and business owners.

Before you write us off as just another financial services provider, let us tell you more about who we are and why we started CORE. 

When we started in the financial services industry, we noticed how frustrated people were at the “system.” We heard them say things like “I’m tired of being just a number” or “is this product I keep hearing about really the right thing for me”? It was clear we needed to find a way to meet people where they’re at by listening to their real concerns, supporting them in the growth of their personal economy, and sharing the truth about the financial industry’s ins and outs.

Backed by our values and supported by the CORE Wealth System, we help hardworking, family-focused people maximize their financial potential to create the life they dream of having now and in the future.

What We Stand For

Truth
The financial industry is littered with false information.
Money is a hard conversation. Some of what we say might be hard to hear or go against everything you’ve come to know about money management. But through thoughtful education and one-on-one mentorship, we help you understand how all opportunities will work for your personal economy. We’re in it for the long haul.

Freedom
Don’t pigeonhole yourself into monetary slavery with no options.
We believe in creating flexibility to use your money to do what you want in life – now and in the future. Led by you, we develop better strategies to give you the freedom to use your resources how you envision them, while strategically protecting, saving, and growing your wealth. This is more than just a retirement plan.

Health
Your mental, emotional, spiritual, and physical health is just as important as your financial health.
Money can be stressful, emotional and put a strain on you and your relationships. It doesn’t need to be that way. Our financial management system empowers you to be in the driver seat of your personal economy, with a collective 70+ years of expertise in your back pocket.

We’re for you if…

• You want to build wealth for yourself and your family
• You want to make better-informed decisions about your finances
• You want to avoid financial pitfalls by being ahead of the game
• You find current financial advisors too salesy and product-focused
• You want a holistic approach to your personal economy
• You want a trusted friend to call when you’re about to make a big life decision
• You want to have fun with your money now and in the future