Our Approach

Our Approach is Based on Time-Tested Economic Principles with Proven ResultsWhat can you learn from some of the wealthiest families in American history?

Our approach to Wealth Advising in Auburn Hills MI - retire1At Core Financial, we take a different approach when addressing our customer’s Financial goals. We use time tested economic principles that have been effective for years as part of legacy planning. For each of our clients, we take a thoughtful, strategy-oriented approach based on these principles and financial philosophies to help you grow your wealth and minimize loss.

Education is at the CORE of How We Empower Our Clients

Explore these free resources from our CORE Wealth Strategists to learn about our time-tested approach to building wealth, planning for the unexpected, and preserving generational wealth.


Our knowledge and expertise, combined with our strategy-oriented approach, has helped our clients plan for better financial success. Whether you need help protecting your assets or want help in growing your wealth, the team at Core Financial will happily assist you. Call us today at (888) 600-1112 to learn more. 
A PROVEN PATH TO FINANCIAL SECURITY. Schedule a Planning Session
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