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Total: 23 results found.

Rule of Thumb

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

... stock and bond market. If we’ve learned nothing else over the last few years we learned that the unexpected (the so-called black swan!) does happen. At Core Capital Solutions, LLC we believe establishing ...

Keeping your Medigap plan affordable

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

... called us at Core Capital Solutions concerned about their decision. While the son understands his parents live on a tight budget, he is worried that dropping the Medigap policy would leave them vulnerable ...

Financial Planning for Chronic Disease: Parkinson’s Disease

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

... by chronic disease raise unique issues.  At Core Capital Solutions, LLC we specialize in planning and developing investment strategies for older adults with chronic disease. Such planning typically ...

Newsletters

Created on Wednesday, 19 January 2011. Posted in main/resources

Core Comments 4Q17 Newsletter Identity Theft Checklist  Identity Theft Services Spreadsheet 3Q17 Newsletter 4Q16 Newsletter 3Q16 Newsletter 2Q16 Newsletter 1Q16 Newsletter ...

They need sophisticated tax planning..

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

Core Capital Counselors have extensive planning backgrounds and are CPAs. That may not make us fun at parties but we know that what is important is not what you make and save but what you ultimately keep ...

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

...  Core Capital Solutions frees up its clients to do what they really enjoy doing. After all, your money should free you up, not tie you down.  ...

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

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

... has value. Advisors from Core Capital Solutions meet personally with clients every quarter.  ...

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.  ...

qualified plans header

Created on Thursday, 28 October 2010. Posted in main/rotating header

Qualified Plans At Core we focus on entrepreneurial businesses and professional associations like law firms and doctor groups. We deliver our services in an efficient fashion that is designed ...

life after 65 header

Created on Thursday, 28 October 2010. Posted in main/rotating header

Life After 65 The bad news is that life after age 65 is becoming as complicated and confusing as life before age 65. The good news is that Core Capital Solutions LLC is here to help. Read ...

Important Disclaimer

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

All written content on this site is for the information purposes only. Opinions expressed herein are solely those of Core Capital Solutions LLC, and their editorial staff. Material presented is believed ...

Jean K. Lyon

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

Jean K. Lyon Jean ensures that Core Capital Solutions LLC administrative and client service functions are well met. She performs database management and files critical regulatory paperwork. Documentation, ...

David Fluett

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

David M. Fluett, CPA David formed Core Capital Solutions to help corporate retirement plans and high net worth individuals achieve financial success. Mr. Fluett leads our team with his extensive knowledge ...

Contact Us

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

Core Capital Solutions LLC 40 Shuman Boulevard, Suite 104 Naperville, IL 60563  Map & Directions Phone: 630-753-9900 We offer a complimentary "Get Acquainted" meeting to describe our ...

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 ...

Our Investment Process

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

At Core we are not stock pickers. We use a combination of mutual funds and ETFs to construct client portfolios. In some cases we utilize individual securities and Separately Managed Accounts to achieve ...

Our Approach

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

Core Capital Solutions focuses on being flexible while navigating the world of investment management. Our investment style cannot be fit into a nice, neat box. In other words, we keep an open mind. This ...

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 ...