01. About Us

We chose Core Financial Partners to reflect our belief that at the core of every relationship is open communication and trust. We learn what is most important to our clients and allow that understanding to guide interactions and advice. Goals and objectives provide focus, purpose, vision, and direction for the financial planning process and personal values and attitudes shape priority placed on them.

02. Our Philosophy

Unlike most advisors, we are not seeking to grow a large client base of “high net worth families and business owners”. Like our clients, we place a value on relationships and the value they deliver far beyond a bottom line.

Our practice is small, and deliberately so. Meet our team. 

03. CFW Client Experience

We welcome you to share your expectations of a financial advisor; such as how you'd like to be communicated with and how often you'd like to meet. In return, we will gladly share our respective experience, skills and value and how we work together to help clients achieve their best life possible. Learn more about our process. 

Our Services


 

Individual & Family Wealth Planning

 

Insurance Services

 

Corporate Retirement Advisory

Our Team

 We partner with families, individuals and businesses to help them identify their needs and goals, and help them to create a sustainable, cost effective and efficient path towards success.

Blog

Top 4 Social Media Money Scams & How to Spot Them

Elisabeth Hickox |
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...

5 Signs You’re Headed for a “Cushy” Retirement

Elisabeth Hickox |
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

4 Financial Mistakes to Avoid this Spring

Elisabeth Hickox |
Categories
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year: Mistake #1: Budgeting for 2023––Not 2024 A great first step to revitalizing your budget is a moment of reflection on this year’s goals. Think...