Core Financial Management

An Independent Financial Advisor & Fiduciary Specializing in Retirement Financial Planning

Attend a Retirement 101 Class Book a Free Consultation

Core Financial Management is an independent financial advisor and fiduciary specializing in goals-based retirement planning for the Los Angeles Area.

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 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

We are passionate about finding creative ways to protect and grow the assets of our clients. 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.

Register for a Class

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.

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THERE’S NO TIME LIKE THE PRESENT

Let’s Schedule an Introductory Call

We offer a complimentary “Get Acquainted” meeting to describe our services and to see if our services are right for you.

Let’s Get in Touch