Todd Rhine, CFP®, RFC®, HDP™, CLU, ChFC®, IAR
"As an owner of a small firm that helps families with multi-generational transition while maintaining financial planning relationships, it is essential to have partners that deliver significant value. The C.O.R.E.Group has expertly filled that role. C.O.R.E. has helped us reach a new level of success and has become one of our most valuable partners. They understand what it takes to deliver a “client-focused” relationship. Their insightful Relationship Managers, skilled Advanced Planners and tireless Case Managers provide outstanding discovery, planning and implementation tools that are well researched and effective. Too much is at stake for us to partner with anything but the best. This is why we would recommend The C.O.R.E. Group to any planner or advisor that has a client first focus!"