Integrated Corporate + Personal Planning

What We Do

After having an opportunity to gain a better understanding of your business, Core will identify the following segments as areas that we can provide a substantial benefit to both your business and your family.

Reduce Taxes–We work closely with our clients to create tax-reduction strategies, lowering both corporate and personal income taxes where possible. We implement proven models utilized by large corporations to benefit the small business owner. It is important to note that our strategies compliment the accounting-based methods used by CPA’s.

Create More Personal Wealth–We start the process with an in-depth look into our client’s business, ascertaining the effectiveness of the corporate structure, implementing tax-reduction strategies and creating substantial savings. From there, we use our asset management solutions and holistic approach to investing with the aim of making those savings grow. This is all done with the goal of coordinating your personal and corporate finances to reap the greatest benefits for you and your business.

Plan Your Future

Our mission is to help our clients achieve personal and financial freedom. You have worked hard to create and grow your business. Now we can help you make your business work for you. Whether it is designing an exit strategy, finding the time to expand your core business or accumulating and protecting your personal wealth, we focus on making sure you meet your objectives.

Business Financial Planning:

  • Corporate Tax Planning
  • Entity Selection and Structuring
  • Pension Consulting
  • Optimize Shareholder(s) Benefit
  • Evaluate Business Opportunities
  • Negotiate Corporate Financing
  • Procure Business Lines of Credit
  • Identify Debt Restructuring Opportunities
  • Accommodate Capital Raising through Private Placements
  • Corporate Cash Management Services
  • Real Estate Consulting
  • Analyze Commercial Real Estate Holdings
  • Structure Real Estate Acquisitions and Dispositions
  • Pre-Acquisition Due Diligence
  • Mortgage/SBA Consulting
  • Identify Cost-Segregation Opportunities
  • Succession Planning
  • Buy/Sell Agreement Review
  • Strategic Exit Planning
  • Insurance Planning and Strategies
  • Employee Benefit Programs

Personal Financial Planning:

  • Cash Flow Analysis
  • Retirement Planning Strategies
  • Income Tax Planning
  • Asset Management
  • Alternative Investments
  • Real Estate Investment Analysis
  • Stock Option Strategies
  • Trust and Estate Planning
  • Multi-Generation Planning
  • Private Foundations
  • Charitable Gift Planning
  • Insurance Planning and Services
  • Life, Disability, Long Term Care, Property/Casualty
  • Health Insurance & H.S.A. Plan Evaluation
  • Mortgage Consulting
  • Education Analysis

Additional Services Provided:

  • Full Annual Financial Review
  • Quarterly Planning Meetings
  • Unlimited Calls

For a more in-depth look of what we have done to help clients,
please visit
Case Studies.


** Service includes work with CPA’s and/or any estate attorneys involved