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Schedule a no-obligation 5-10 minute phone call with Core Financial to see if you qualify for a second opinion on your retirement income strategy.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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Discover many of the opportunities available to help you plan for your financial future.
Core Financial

Your Dreams Matter

At Core Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.






At Core Financial, we offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work. How?
  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined. How?
  • Asset Protection Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies

Give

Provide for the people and causes you care about the most. How?
  • IRA Legacy Planning

We can also refer you to professionals who provide the following services:

  • Trusts
  • Probate
  • Charitable Giving
  • Estate Planning
  • Tax Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.



To schedule a time to discuss your financial future, contact us at info@corefinancialnm.com or call us at (505) 821-5566 today!

 

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

  • Privacy Policy | Terms & Conditions | Form CRS

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Corn Financial are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

    Any references to lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products, and are not offered by AE Wealth Management, LLC. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned.  The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1053901 - 1/22