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Independent Wealth Management

Plan- Invest- Manage

Building a foundation for all of your financial needs. 

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Plan

Comprehensive and efficient strategies specifically created for your individual needs and goals.

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Invest

An active, straight forward, and diversified approach tailored to each of your individual objectives.

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Manage

Proactively monitoring and adjusting your plan as life happens.

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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 our 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 on 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.

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. 

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