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Looking on the Brighter Side
... building trade laborers are unlikely to return to building homes during their working lives. These people need retraining which will allow them to find employment in other industries and help restore ...
Home for the Holidays
... the problem.” Having a hearing problem increases the chance that the parent will be isolated from the community.
Are they squinting to help them see even though they are wearing their ...
Have you had “the talk” with your parents?
... situation came out only after several fainting spells resulted in a hospital stay. Fortunately, Jean and her 2 siblings are in a position to help their father financially. Meeting with their investment ...
Inflation Friend or Foe
... "running the printing press". It is an inflationary policy that was designed to help the economy recover but the question remains can the government stop the process without the economy slowing into another ...
Financial Planning for Chronic Disease: Parkinson’s Disease
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At Core, we have found that for a number of reasons, people living with chronic disease do not want it generally known. They may believe there is little their financial advisor can do to help. We have ...
Retirement health care costs are skyrocketing...
... more and more of the income. We help our clients (and their parents plan) for what may be their largest expense in retirement. ...
wealth management header
... unique investment approach to managing your wealth that will help you meet your future goals while keeping your current needs in mind.
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life after 65 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.
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James Sullivan
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
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 ...
Retirement Planning
... to be 100 or more. We also help you plan for your Social Security and Medicare. But planning is an ongoing process that may need a tweak or two as you age. Health care costs during retirement especially ...
Education Planning
Yes, education is expensive. Yes, we can help you plan to meet the costs of educating your children (or your grandchildren, for that matter). How much do I need to save? What are the most tax efficient ...
Insurance Planning
The old Yiddish saying is – "Man plans, God laughs". Insurance is the best way to meet the uncertainties of life and we can help analyze your insurance needs and evaluate proposals made by insurance agents. ...
Financing Health Care
Retirees now spend more out of pocket for their health care than they did when Medicare was first passed in 1965. Too often the increasing costs of health care is overlooked by planners. We help you understand ...
Medicare Analysis
... assignment. The world of Medicare has changed in the last few years and more changes are on the way! We help all of this make sense to you and work with you to make the best choice for coverage given your ...
Senior Housing Option Advice
The world of senior housing is expanding and changing rapidly. Not only the type of housing available but the financial terms. At the same time, technology will help you stay at home longer. We understand ...
Income and Distribution Planning
... do? Our sophisticated planning techniques can help you create a plan that allows you the best opportunity to meet your financial goals. ...
Vendor Selection Consulting
... advantages that different plan structures provide and can help with the selection of the plan type that best fits the employer. ...
Welcome to Core Capital Solutions
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 ...
wealth management
... design a unique investment approach to managing your wealth that will help you meet your future goals while keeping your current needs in mind.
We act as your fiduciary so you needn't worry if there ...