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Total: 18 results found.

Home for the Holidays

Created on Tuesday, 15 November 2011. Posted in main/blog

...  Whether the home is in need of repairs. One of our clients uses her home visits to make sure the smoke detectors in her mother’s home have fresh batteries. The objective here is not to ruin ...

Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

... do I reduce that risk? One way is to moderate the downturns. Each portfolio I build for my clients has what I refer to as “low market correlation” (LMC) investments. In other words, when the market zags ...

Rule of Thumb

Created on Thursday, 05 May 2011. Posted in main/blog

... a withdrawal plan at retirement is crucial but we do not use a rule of thumb. We review withdrawal plans with our clients once a year and make changes, if necessary. If you think your situation is not ...

Keeping your Medigap plan affordable

Created on Friday, 11 March 2011. Posted in main/blog

... are struggling with paying for their health care. At Core Capital Solutions we can assist our clients – and their parents and grandparents - understand how Medigap policies work, the risks they cover and ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... are severe and sudden in onset. A broken bone is an acute condition (although it may be caused by a chronic condition such as osteoporosis). Financial planning for clients and their families impacted ...

Retirement health care costs are skyrocketing...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Many of our boomer clients have found themselves responsible for their parents financial and health care planning. We are expert at assisting clients with both. For seniors, health care costs are consuming ...

They need sophisticated tax planning..

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

... after taxes. At Core Capital Solutions we recognize the damage that taxes can do to the growth of our clients' portfolios.  ...

Because they were referred by a family member, friend or....

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Many new clients are sent to us by our existing clients or another professional we've had the pleasure to work with. To us, that is the nicest compliment we could ever receive! The Core Capital Solutions ...

Because they believe their time is better spent enjoying life...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Many of our clients would like to manage their own financial affairs but find that something always gets in the way...life. They work with us so they can get on with so many other things they want to do. ...

Because they value long term, personal relationships....

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Our clients still want an advisor they can meet with periodically to review their portfolio, to discuss their planning needs. Social networking has its place, but for our clients, the personal touch still ...

Because they are close to retirement and realize the importance of...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

... desire to leave a legacy behind for my family. Core Capital Solutions designs and implements individual retirement income plans for our clients.  ...

James Sullivan

Created on Friday, 15 October 2010. Posted in main/team

James Sullivan, M.A.S.,CPA/PFS James specializes in retirement planning with special emphasis on helping his clients control the specific risks of retirement. Jim has over 20 years of financial planning ...

David Fluett

Created on Friday, 15 October 2010. Posted in main/team

... of investments and strategies to meet the needs of our clients. Prior to Core Capital, he was an Investment Counselor with Halbert Hargrove/Russell (HH/R), and he was Chief Investment Officer and a founder ...

Investment Selection & Monitoring

Created on Wednesday, 06 October 2010. Posted in main/Qualified Plan Consulting

... and are available to discuss the merits of each approach. The current controversy surrounding revenue sharing and the amount of fees charged to plans are topics we have dealt with on behalf of clients. ...

History

Created on Wednesday, 06 October 2010. Posted in main/about

Core Capital Solutions LLC is a Registered Investment Advisory (RIA) firm. We have approximately 70 clients and provide advisory services on over $175 million. While we began operations in 2005, Core ...

Fees

Created on Wednesday, 06 October 2010. Posted in main/about

We are a fee only practice – our only source of compensation is the amounts we bill our clients at the end of each quarter for our services. Our fee is based on a percentage of the assets you invest with ...

Why Core?

Created on Wednesday, 06 October 2010. Posted in main/about

We thrive on the challenge of coming up with unique solutions to our clients' individual problems.  As your fiduciary, our sole responsibility is to you. That's why.  ...

Welcome to Core Capital Solutions

Created on Wednesday, 06 October 2010. Posted in main/general

Our clients work with us for many reasons... Now you know a little about us, tell us about yourself and what we can do to help.   The only reason for time is so that everything doesn't ...