Welcome to Core Wealth Management, we hope you take the time to explore our website and utilize the various resources we have created for you. Here at Core, we take pride in helping our clients reach their goals and explore the best strategies for their situation. Some of our services include investment management, retirement planning, insurance, wealth preservation and estate planning.
Core Wealth Management was started by our founder Steve Parkison in 2000, just a year before one of the worst events of our lifetimes. Ever since then, Steve has taken pride in providing clients with honest, upfront advice and always doing the right thing. After surviving a hectic financial world of the 20th century, Steve has always placed an emphasis on finding the best products and strategies at the lowest cost possible.
Core Wealth Management was started by our founder Steve Parkison in 2000, just a year before one of the worst events of our lifetimes. Ever since then, Steve has taken pride in providing clients with honest, upfront advice and always doing the right thing. After surviving a hectic financial world of the 20th century, Steve has always placed an emphasis on finding the best products and strategies at the lowest cost possible.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We provide sound, objective advice to help you identify your goals and take the steps necessary to achieve them.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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