Creating a straightforward financial plan is essential for us. We want to simplify your financial goals by developing a solid foundation while creating confidence. Our mission is to actively guide our clients back to the core of what's important. We want to create a financial foundation that lasts a lifetime.
The fundamentals at Core Financial Group 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.
As a fiduciary, our clients' needs come first always. We personally pledge to be intentional as we design, build, and manage your individual financial strategy, with your best interest at heart.
Client Centered
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 success.
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.