Solid investment management is key to any financial plan. At Core Capital Advisors, client portfolios are created based on their risk tolerance, time horizon and return objectives. Emphasis is placed on attempting to optimize portfolio performance while controlling risk through broad global diversification, multiple advisor styles, and Modern Portfolio Theory techniques.
While investment performance is important in achieving your financial goals, it is only one piece of your "Big Picture". To achieve your goals all the pieces in the chart below need to work together. For example, it doesn't do you any good to have terrific investment returns if .....
* half your estate is consumed by unnecessary estate taxes.
* your life and assets are not sufficiently protected to take care of you and your family if the need arises.
* if you're paying more taxes than necessary.
* if you can't retire when you want.
Whether your immediate concern is Life Insurance, Investments, a 401k Rollover or one of the other many financial concerns shown above, let's get together to address your immediate concerns. As part of that process, we can also review your "Big Picture" in order to make sure all your financial pieces are working together toward your goals.