Register for The Seven Pillars of Financial Well-Being Workshop

Discover the Real You

Our proprietary discovery process helps you identify what is important about money to you and reveals your core life values. Only then are you able to make the most balanced financial and life style choices that will enrich your life.

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Create Solutions with Guaranteed Results

We only work with the highest rated insurance companies; many of whom have centuries of experience and longevity. Our specialty is in creating financial plans that leverage the power of safe money instruments.

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Focus on Your Financial Core

Too many advisors focus on investing and don’t offer solutions that help you build a strong financial core. This is what makes us different. Only when you have built a strong financial core are you able to properly protect yourself from unexpected economic storms.

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  • I've been blessed to the max throughout my career in professional golf as well as my year's in ministry to rub shoulders with some pretty incredible people. Jeff has helped us plan for the future...words alone cannot express our gratitude.
    — Jim & Kimberly Coles Read More Testimonials
  • I have known Jeff and been a client of his for over 20 years (not to age myself). He has been a mentor and an inspiration while undeniably helping me to increase my net worth.
    — Julianne O'ConnorRead More Testimonials
  • Jeff has helped me realize my dreams of retiring from the State of California and starting my own business.
    — Alicia Nowicki Read More Testimonials
  •  Jeff’s experience, knowledge and effective communication have been a tremendous asset to our family. We appreciate how Jeff showed us how we could purchase more investment properties by strategically arranging our financial assets.
    — John and Chelsey Walker Read More Testimonials
  •  Both my wife Toni and I have been delighted with the services of the CORE Financial Group partners. Jeff has been both creative and helpful in providing us with both guidance and specific assistance in matters financial.
    — Ragnar and Toni GilbertsRead More Testimonials

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Create Your Own Bank

You probably don’t sit around calculating how much interest you pay to banks and other lenders, but chances are you have financed large purchases such as homes, education, cars, and major appliances. The interest paid on these items can add up to hundreds of thousands of dollars, perhaps more, in the course of a lifetime.

What if it were possible for you to save money in a vehicle that allowed you access to your money anytime you need it to finance your lifestyle in a way that provided advantages over borrowing from a bank or lender? 

One of the most unique and advanced services that we offer is in sharing ideas and products that can enable you to avoid borrowing from and paying interest to others. We can show you how to create your own banking instrument. An infinite banking instrument!

Infinite Banking is a system that has been utilized by banks, corporations, and individuals for over 200 years. Today thousands of individuals, families, and businesses are utilizing the infinite banking concept as a means to reduce interest and increase assets. They know from experience that creating wealth does not have to come with uncomfortable amounts of risk and that safe and predictable means are readily available.

When you utilize the infinite banking concept you are able to borrow money from—and repay—yourself when financing major purchases rather than relying on and paying interest to banks and other outside lenders. In addition, the infinite banking concept is on the front of the wave for retirement planning. Setting up an Infinite Banking plan allows you to save for retirement and know exactly what your tax exposure is going to be when you start pulling the money out. And if you pull it out correctly, you’re going to have zero tax exposure.

The Infinite Banking concept is something you must get familiar with. Let us share with you how it works and how it will work for you.

Contact Us for a free initial consultation.