Core Financial is a financial services firm built around helping people make good decisions with their money. As a locally owned and managed firm, we are committed to providing personalized service tailored to our clients needs. Our unbiased approach to financial planning earns the trust and serves the interest of all our clients.
The applicant must have a sincere desire to help individuals/families/businesses make sound financial decisions. The applicant will visit with clients to determine their goals/objectives and be able to utilize a variety of carefully selected insurance and investment vehicles to customize a plan of action. The applicant’s primary focus will center on Lifestyle Protection, Retirement Planning, College Planning and Estate Planning. A two-year paid transition program is available for all qualified applicants.