Our mission is to nurture and support our clients through life's financial challenges and opportunities. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. At Core Financial Group, our mission is to help our clients make the most of their financial lives. In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach.
Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. At Core Financial Group, our mission is to help our clients make the most of their financial lives. In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach.
Services
As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
In 1991 Michael graduated Magna-Cum-Laude with a degree in Business Administration from the University of California, Riverside. Michael focused his education in the area of finance with the long term goal of starting his own brokerage. Matthew grew up in the VERY small town of Taylorsville, CA. After high school, Matthew attended Feather River College for two years, and transferred to California State University, Chico to finish his degree.
We provide personalized strategies that include all aspects of your financial life and offer guidance and expertise to help you gain confidence in a more secure financial future. We believe passionately that the way you invest should be aligned with where you are in your life. We provide an innovative, cost-effective retirement platform that empowers plan participants to save with easy-to-use tools.
Core Financial Group has partnered with wealth management partners striving to consistently provide you with top notch service. Loring Ward provides portfolio management and back-office services. These services include client reporting, portfolio management, operational processing, securities trading, and educational and training support.
One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally. We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk.
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