Family Insurance Service

Our team of professionals has over 150 years of combined experience helping clients pursue success in the ups as well as the downs of the market. Our experience teaches us that creating personalized strategies for each client based around their unique situation leads to better long-term outcomes. As advisors, we focus not only on retirement planning but also on helping our clients with every important financial transition. Whether you are saving for your first house, preparing for your children’s education, or working toward a comfortable retirement, our team can help. We can also help you build bridges with the next generation of your family to help ensure that your children and grandchildren are on track for a successful life.

Our "one-touch" support model provides much faster response times when the client needs support. Number of Engineers and skills of Engineers. Our quarterly "STP" meetings are much better than theirs. We focus on budgeting, planning, and ensuring we are being a great partner to our client by helping them to achieve their goals. When you call CORE, your calls are answered by an Engineer who can begin helping you instantly. None of our competitors do this. CORE also has a completely unique "strategic technology planning" process, where we meet quarterly with our clients to discuss their business and technology. Our approach to this is much different that our competitors, who essentially meet quarterly to talk about their performance. Our meetings are about our client, not about CORE. Finally, the primary focus of everything we do is on simplifying their experience with technology.