Core Financial

At Core Financial Group, we're committed to providing personalized guidance and helping individuals, families, and business owners realize their financial possibilities. Our team of experienced wealth strategists takes a thoughtful, strategy-oriented approach to help you grow your wealth and manage loss. We focus on delivering innovative core strategies and methodologies that cater to your unique financial goals and needs.

Our Story

Core Financial Group was built on an honest upbringing and decades of priceless, real-world experience in the financial industry. Our founder, Jamie Mundy, has a passion for teaching families how to create generational wealth, ensuring their kids, grandkids, and generations to come are financially secure. With a team of experienced professionals, we take a different approach to addressing your financial goals, using time-tested economic principles that have been effective for years as part of legacy planning.

Our Services

We offer a comprehensive range of services designed to help you achieve financial success. Our services include:

• Financial Planning: We help you identify your financial possibilities and create a personalized plan to achieve your goals.
• Asset Management: We take a big-picture view of your financial strategy, allocating your assets to improve financial usage and manage potential wealth loss.
• Insurance Planning: We identify potential risks and gaps in your planning, making recommendations to help protect you from the unexpected and enhance your wealth-building potential.
• College Planning: We provide key insights and strategies to help parents plan for their child's ongoing education and development.
• Retirement Planning: We take a 'begin with the end in mind' approach to designing a plan for your financial security, helping you make informed decisions today to improve your outcomes.
• Legacy Planning: We help you take the necessary steps to preserve the wealth you've accumulated, planning for your future and the well-being of your loved ones and businesses.

Who We Help

Our services are designed to cater to individuals, families, business owners, and companies from all walks of life. We understand that each person, couple, or family is unique, and their finances are no exception. Our process starts with listening, and we develop customized strategies to address your specific needs and goals.