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

5 Damaging Myths About Money Talks & the Facts Behind Them

Elisabeth Hickox |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Elisabeth Hickox |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
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How to Reprogram & Improve Your Money Mindset

Elisabeth Hickox |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...