Core Financial Advisors
- (909) 382-4545
- (909) 382-4563
- 1918 Business Center Dr Ste 110, San Bernardino, CA 92408
Areas of Expertise
- Lifetime Asset Projection simulations
- Tax reduction planning and implementation
- Fixed annuities
- Life insurance
- English: Spoken, Written
CORE Financial Advisors is dedicated to the principle that you are an individual with specific needs, goals, and concerns. We feel that there is a need in the Inland Empire for advisors who reject the world’s devotion to mass marketing and so called mass “solutions.” We reject all cookie-cutter plans, and refuse to try to fit our clients into some predetermined path. Your future belongs to you. The mountain you chose to climb may be very different from the one others would have you pursue.
CORE Financial Advisors is dedicated to the principle that money is a tool not a goal. Its purpose is to allow you to challenge yourself and make a difference in ways that have meaning to you. You deserve individual attention and service on a continuing basis that never loses sight of that basic truth. We believe that people are being isolated from each other by answering machines, voice mail, all the other inanities of modern life. While we appreciate technology, we aren’t slaves to it. There is something very comforting and human about wanting to speak with a real person when there are questions. We are committed to building those kind of relationships.
In the end CORE Financial Advisors is dedicated to the well lived life; every aspect of it. We believe that “creating your own reality” isn’t a matter of luck, it comes from planning and then following that plan. We’d like to help you get to your mountain top.
CORE Financial believes that your goals are both personal and confidential. We believe that you have the right to have your privacy respected. We don’t sell or share your personal information with anyone. We don’t keep track of who visits our web site. When non-clients attend our seminars or workshops or request information we don’t harass or pester them. We treat you as we want to be treated. Our clients become our friends.
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