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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Our Story

Our experience with risk instruments combined with current investment reality led us to realize that we needed to educate folks on a new way of managing and growing assets. After all, anybody who is growing assets knows that investing is just one part of a big picture. So after several years of research and experience we coined the term Vortex of Abundance, designed the Core Concept, and uncovered Five Secrets to Financial Success.

To grow your Vortex of Abundance demands objectivity about your financial status and your financial habits. It requires adopting a broad and integrated approach to personal and financial decision making. You must do the right things first and commit to creating a balanced financial life. 

We teach you concepts around creating, nurturing, managing, balancing, and strengthening a strong financial core. We show you how to build your financial core to withstand the ups and downs of any financial and economic environment.

What we have to share is not often shared. Many of the concepts are new or have been lost amongst the noise and hype that bombards us every day. 

We offer seminars, workshops, booklets, personal consultations, and safe money financial instruments. Contact us today to discuss how we can help you create and strengthen a balanced Financial Core.