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Helping People, Here to Stay!

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.

RETIREMENT PLANNING

Enjoy the fruits of your labor. Core Financial will help plan for your retirement and excite you for what’s to come.

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COLLEGE FUNDING

Rising education costs require a forward-thinking plan. Core Financial can help you prepare for one of life’s biggest investments.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Core Financial, we do our utmost to help your business thrive.

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MEET OUR TEAM

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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OUR MISSION

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

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