Harmonizing Key Aspects of Your Financial Plan

Harmonizing Key Aspects of Your Financial Plan

We've seen that few people claim to be “Very Confident” that they will be able to retire at age 65. That is because most people don’t have a strong game plan established with a roadmap to the retirement they dream of.

Financial Planning with Core Concepts is about being empowered with information to construct the game plan you need.

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Our LEAP Process

Our LEAP Process

We have developed a process of analyzing your needs, wants, and situations that give us a well-rounded and comprehensive understanding of who you are, where you are, and where you want to go in the future.

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Your Interests Are Our Only Interests

Your Interests Are Our Only Interests

We believe that you feeling welcomed and confident in us is essential for us to best help you. As investment fiduciaries, we are sworn to act in your best interest, but it runs deeper than that. The only agenda we have is that we genuinely want you to succeed. The Core Concepts team is in your corner

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Content You Might Find Useful

Curated articles, videos, and more, for a financially savvier you.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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