Services For Individuals
At Core Financial, our professionals offer financial planning strategies and wealth management services for individuals and families locally in Lamar, Colorado and the greater southeast Colorado area. Our focus is on developing long-term strategies and risk management to help clients build and preserve their wealth.
Financial Planning Strategies
Preparing for the future can be a heavy burden. A financial plan, however, may alleviate some of the stress. Financial strategies involve making appropriate decisions concerning one’s wealth in order to pursue one’s goals in life. To create these strategies, we help clients establish their goals in life, determine their assets and liabilities, and evaluate their current financial position. From there, we can develop a strategy that focuses on the clients’ financial objectives.
Retirement Planning Strategies
We work with clients in all phases of retirement planning, from building assets to transitioning into retirement and maintaining a steady income. We can help them identify opportunities for building wealth while employing conservative investment strategies. This ranges from contributing to a 401(k) plan to identifying appropriate IRA investments, mutual funds, and annuities. We can also offer advice on insurance options and how to create a consistent stream of income that can last through retirement.
Estate Planning Strategies
Preserving wealth and transferring an estate to one’s heirs can be complicated and confusing. In order for an individual to help ensure his or her wishes are carried out, as opposed to the state handling the assets according to probate laws, he or she needs to plan for final wishes. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs. Whether a client wishes to use a trust or other method, we can offer guidance regarding today’s confusing estate planning laws.