Everything essential & financial for 50+ year olds.
Website is currently under reconstruction. Finish date: August 31st , 2024
Reverse Mortgages
At Core Financial, our process is simple, transparent and centered around you. We operate at the higher wholesale level, working directly with our clients, eliminating retail middlemen to ensure greater savings and advantages for you. Named after our core values, we dedicate ourselves to providing you with superior service and cost-effective options for our clients for life.
HELOCs
HELOCs (Home Equity Lines of Credit) are simple. Your just borrowing money from the equity in your home. Your credit score and loan-to-value (“LTV”) determined your rate of interest and there’s no prepayment penalty. Core Financial makes it easy: Fill-out a basic 1-minute application and allow us to run a soft credit pull (no social security number needed) to get your quote. You get your offer in about 5 minutes, and if you accept the offer, we move quick. There’s no appraisal and we can close in as little as five days. Fancy technology allows this streamlined process. There are many other benefits, so click the link to learn more!
Mortgages
Core offers every loan in the mortgage industry and we care for our Clients like family. We operate at the higher wholesale and correspondent level, which is why our competitors don’t like our transparent, fair options. Whether you’re looking to lower your payment, pay-off and consolidate high interest debts, buy a home, take cash out or fund home improvements -we do it all. We also offer amazing loans for self-employed, rental property, commercial loans, challenged credit and more. We offer solutions where most lenders say “no.” Our goal is to “wow” you.
Fixed Indexed Annuities
A fixed indexed annuity is simply a tax-deferred, long-term savings option that is strategically designed to capture a portion of the market’s upside, with guarantees that you’ll experience no loss of premium or gains at milestones due to market downturns. It offers the safety of a traditional fixed annuity and the upside potential of a variable annuity. Again, the principal protection and gains at milestones are protected and guaranteed, no matter what the market does, and your investment grows tax deferred which allows you to enjoy compounded growth over time.
Life Insurance
We specialize in Final Expense, Term Life and Whole Life. We do the deep research, customize and shop the best custom-tailored plan for our Clients. There are nuances and customization based on your individual goals that makes it fun for us. We love to be the hero for our Clients, and our team has helped thousands of Clients make wise decisions.
Medicare
Rooted in our core values, we match our clients with the most advantageous health care plans. Our core mission is to provide accurate, unbiased and essential information, enabling our clients to make wise decisions about their personal health care needs. Core is devoted to simplifying and solving all aspects of Medicare.
Giving Back
If you don’t already know this about our founders, we do everything we can to serve others. We dedicate a significant portion of our net profit to serve good people who need help -especially innocent children. Our foundation is named “SAVED” -and while it is true that we work to take care of our families, our calling and mission is to make a genuine and authentic difference for good people who need help.
Core Financial
Rooted in our core values, Core Financial provides expert, caring and transparent advice. We customize and map-out solutions with our Clients for the purpose of
improving the quality their lives. Contact us to experience communication and service like you have never experienced before.
Why do 93% of our Clients stay with us for life?
Publications featuring
Core Financial experts this month
Featured rates on Core Financial
Mortgage
APR rates as low as
7.71%
5/1 ARM
$200,000 LOAN
Home Refinance
APR rates as low as
7.71%
5/1 ARM
$200,000 LOAN
Personal Loans
APR rates as low as
7.71%
5/1 ARM
$200,000 LOAN
HELOC
APR rates as low as
7.71%
5/1 ARM
$200,000 LOAN
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Our Core Financial Team
Our CORE team started helping clients back in 2004. Over the past 20 years, we are so grateful to share that we have improved the quality of life and guided several thousand clients towards a happier life and retirement. We genuinely care about every person we are blessed to encounter and we are truly dedicated to simplifying and solving the health and financial challenges we all experience. We do everything we can to serve and protect you and your family’s future, and we get excited helping others achieve their retirement goals and attain peace of mind. We care more and work harder for our Clients.