Business Details
17 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Founded in 2009, Core Financial Group has built its reputation on decades of real-world experience in the financial industry. Our approach combines time-tested economic principles with personalized strategies to help clients grow wealth, manage risks, and preserve legacies. We specialize in financial planning, asset management, insurance, college planning, retirement, and legacy solutions tailored to individuals, families, business owners, and medical professionals. Our team prioritizes listening to client needs, offering customized guidance that aligns with unique goals. With a focus on generational wealth, we educate families to ensure long-term financial security.Our wealth strategists, including professionals with over a decade of tenure, collaborate closely with clients to develop comprehensive plans that integrate business valuations, succession strategies, and financial wellness programs. We operate with transparency, adhering to strict ethical standards while maintaining affiliations with trusted partners like Cambridge Investment Research. Our commitment to client-centric service has established us as a respected leader in strategic financial planning.
Services
Financial Planning
Asset Management
Insurance Planning
College Planning
Retirement Planning
Legacy Planning
Details
- Year established: 2009
Highlights and features
- Decades of experience in financial planning and wealth management.
- Customized strategies tailored to individual client needs and goals.
- Comprehensive approach integrating retirement, insurance, and legacy planning.
- Specialized expertise in serving medical professionals and business owners.
- Client-centric philosophy emphasizing transparency and long-term financial security.
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our financial planning service creates personalized roadmaps to achieve long-term goals. We analyze income, expenses, investments, and risk tolerance to design actionable plans for wealth growth and preservation. Clients receive ongoing guidance to adapt strategies as life circumstances evolve.
Asset Management
We optimize asset allocation across retirement and after-tax accounts to enhance financial efficiency. Our team monitors market trends and rebalances portfolios to minimize wealth erosion while aligning with individual risk profiles and long-term objectives.
Legacy Planning
Legacy planning ensures wealth transfer to future generations while minimizing tax liabilities. We develop customized estate strategies using trusts, wills, and insurance solutions to protect assets and fulfill clients' long-term family financial goals.
Retirement Planning
Our retirement planning service designs sustainable income streams for post-career life. We assess current savings, project future needs, and implement tax-efficient withdrawal strategies to maintain financial stability throughout retirement years.
Insurance Planning
Insurance planning identifies coverage gaps and mitigates financial risks. We evaluate life, health, disability, and long-term care needs to recommend policies that protect assets and provide security against unexpected events.
People
Jamie Mundy
Founder
Jamie founded Core Financial Group in 2009, specializing in generational wealth creation. He focuses on educating families about financial security while developing customized strategies for individuals and business owners.
Aaron C. Thierry
Wealth Strategist
Aaron has served as a wealth strategist since 2011, helping clients build financial plans. His approach combines personalized education with strategic planning to address both immediate needs and long-term goals.
Patrick C. Lalley
Relationship Manager
Patrick assists business owners and employees with wealth-building strategies. He manages the Core Financial Group Wellness Program and supports clients in creating sustainable cash flow solutions for future generations.
Questions
What financial services does Core Financial Group Group offer?
We provide financial planning, asset management, insurance, college planning, retirement strategies, and legacy planning tailored to individuals, families, and businesses.
How does Core Financial Group Group personalize financial plans?
Our team creates customized strategies by analyzing individual goals, risk tolerance, and financial circumstances through comprehensive consultations and ongoing guidance.
Do you specialize in any particular industries?
We have expertise serving medical professionals, business owners, and families, addressing unique financial needs through targeted planning approaches.
What areas do you serve?
We operate in Michigan, Tennessee, Idaho, Florida, Arizona, and Pennsylvania, offering both in-person and virtual financial planning services.
How can I schedule a consultation?
Contact us at (888) 600-1112 or complete our online form to arrange a complimentary strategy session with our financial experts.
