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.

View more..

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.

View more..

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.

View more..

  • 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

Sign up for our Email Newsletter

* indicates required

Get started today. Search our website and learn more


This page contains links and descriptions of websites that provide information, products, and concepts that are appropriate for building a strong financial core.

Safe Money Financial Instruments

Safe Money Places: 
This website describes and compares various safe money products. It is designed to give consumers the facts, or at least what we think are the facts. It also provides the links to sources backing up data used. Although opinions are given, the site tries to separate opinion from fact.

Indexed Annuity Leadership Council (IALC):
IALC  formed in 2011 with a commitment to providing complete and factual information about the use of indexed annuities as a part of any balanced financial plan. They are a consortium of four life insurance organizations, NAFA and producers.

Become Your Own Bank

Becoming Your Own Bank: 
A website that provides information on the Infinite Banking concept. The site contains podcasts, videos, and text that explains the details and opportunities offered via the Infinite Banking Concept.

Becoming Your Own Banker:
The official Infinite Banking website. This site endeavors to educate the American consumer in an age-old, practical financial philosophy, with the help of an educated financial services industry, in order to promote free enterprise through the practice of privatized banking via the use of permanent life insurance products.

Get Out of Debt

America's Debt Help Organization:
An organization that strives to provide a wealth of information on a broad range of topics related to financial well-being. They offer information that can help you eliminate your debt and better manager your financial life.

Debtors Anonymous:
If you struggle with debt, Debtors Anonymous can help you find a new way of living that offers recovery from compulsive debting and hope for a healthier, happier, more prosperous life. Their primary purpose is, "to stop debting one day at a time and to help other compulsive debtors to stop incurring unsecured debt."

Get Out Of Debt Guy:
Free debt help and debt advice on how to get out of debt, getting out of debt consolidation scams, and inside information on the debt relief and debt help industry.

Heritage Credit Group (Credit Repair):
With over 20 years of Consumer Debt and Credit experience, the Heritage Credit Repair team is positioned to assist consumers with a poor credit history to enjoy all the benefits that are derived from having a decent FICO score.