Committed to Serving Our Lamar, Colorado Community
At Core Financial, we understand that individuals, families, and small business owners face many challenges when it comes to managing their money. And, as they look towards retirement - a time when it seems life should be so much easier - they often face incredible confusion and frustration.
Our team can help take the mystery out of preparing for today and tomorrow. We are an independent firm offering comprehensive insurance and financial services. With more than 40 years of combined experience and diverse backgrounds, we are uniquely qualified to help you address both today’s and tomorrow’s concerns. Whether your goal is saving for retirement, building college savings or designing an estate strategy, our personalized service focuses on your needs, wants and financial goals.
Based in Lamar, Colorado, we largely work with clients in our local community and the greater southeast Colorado area. We look forward to working with you through the many stages of your life. We are committed to helping people and are here to stay.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Lifestyle considerations in creating your retirement portfolio.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.