Broker Check
Plan | Invest | Achieve

At Core Financial Group, we believe the CENTER of financial goals begins with planning, commitment, trust, and vision. As planners and partners, we will help you pursue your dreams and work to provide a sense of peace for you and your family.

The FOUNDATION of a quality plan needs to be supported by knowledge, understanding, and effort. Core Financial Group has more than 25 years of experience between partners who understand and can relate to the needs of families.

The HEART of a teacher is one that believes in guiding, mentoring, and educating. At Core Financial Group, we believe in those principles and will work together to help make sure your financial decisions always sustain your needs. As life changes, so do our financial goals. We are committed to staying the course and modifying the new demands of life’s twists and turns.

Where You're At

We create financial strategies tailored to your goals

Where You Want To Be

Regardless of your financial management needs, we have the skills necessary to help you succeed.

How You Get There

We do our utmost to help you thrive in today's competitive marketplace.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Thank you for trusting us with your financial future. Core Financial Group is an independent wealth management firm located in Spokane Valley, Washington. By independent, we mean that our firm has no ties to a product or company. We are free to act in your best interest, without pressure to promote a particular product or strategy.

Learn more

Still Unsure? We Can Help

Thank you!