Core Financial Management is an independent financial advisor and fiduciary specializing in goals-based retirement planning for the Los Angeles Area.
Who We Are?
Mia Sulak & Scott Sulak
Core Financial Management is a family-owned Advisor and Fiduciary firm based in Southern California. Founded and operated by Scott Sulak and Mia Sulak, a father/daughter team. Scott pursued his undergraduate studies in Political Science and Psychology at California State University Northridge, later earning a graduate degree in behavioral science. Mia completed her undergraduate studies in computer science and fine arts. Both have furthered their education in finance, insurance, and retirement planning, earning multiple certificates and honors.
With a previous focus on the public sector, Scott and Mia have assisted government employees nationwide in understanding pension and benefit plans, facilitating the enrollment of over 9,250 individuals. In the private sector, they’ve achieved success by applying growth and income strategies to protect and grow their clients’ assets.
Scott & Mia prioritize their professional, legal, and fiduciary duties, adopting a client-centered approach to serve each client’s best interests.
You’ve worked your whole life and now retirement is just around the corner. As exciting as that is, it also brings up serious questions about this next phase of your life.
How will you replace your paycheck when you stop working?
How do you know if you have enough money to live the retirement life you want?
How can you make sure your money lasts as long as you do?
If you have a spouse, will their retirement still be okay if you pass away early?
Retirement Financial Planning is different than the planning you have done for the past 30-40 years. Going through our process can help answer your questions and address the concerns you may have.
What We Do?
Our underlying retirement planning philosophy is “Losses Hurt You More than Gains Help You™”.
It’s no longer enough to simply invest your money in the stock market and hope the next financial crisis which results in a 50% downturn doesn’t occur when you are planning to retire.
The most critical element to a successful retirement is the ability to have a reliable source of income for life. Our goal-based financial planning process is designed to help you obtain the income you need to meet the goals you have set for your retirement.
How We Help?
Finding creative ways to protect and grow the assets of our clients is our passion. We especially enjoy helping each new client bring together the many pieces of their retirement into a completed puzzle. Our specialty is creating investment strategies that are designed to maximize portfolio performance based upon your investment objectives, time horizon, and risk tolerance.
Our Approach Is Straightforward: It’s A Hands-On Deep-Dive Into All The Nuances Of Retirement Financial Planning.
We offer intensive, hands-on classes throughout the Los Angeles area. All who attend one of our classes receive a free, no-obligation, in-depth retirement plan.
30101 Agoura Court, Suite 205,
Agoura Hills, CA 91301
805-551-1953
info@core-financialmanagement.com
