By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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
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!
Can your portfolio handle the stress of retirement? - Portfolio Stress Test
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.