Core Financial Partners, Inc. Offers Integrated Corporate and Personal Planning
Venice, Calif. Based Financial Firm Delivers Innovative and Comprehensive Strategic Planning for Individuals and Growing Businesses
Core Financial specializes in planning from the ground up, focusing on unique business needs and opportunities in order to leverage pre-tax dollars into greater personal wealth. With years of experience, the CFPs® at Core work with burgeoning business owners and individuals to implement many of the same wealth creation and preservation models utilized by large corporations and Fortune 500 CEOs. Due to the unique nature of each business, Core Financial tailors its strategies, services, and fee structure to each client.
“The concept for Core Financial Partners was born 15 years ago, when I worked in the Strategic Tax Planning department at Andersen Consulting (now Accenture) advising Forbes 400 executives on creative tax and financial planning solutions. I realized then that small business owners lacked access to the same high-level strategies and resources used by larger organizations”
Core Financial starts with an in-depth look into the client’s business, determining the most effective corporate structure, implementing tax reduction strategies and creating more savings. From there, the team of Certified Financial Planners® and investment professionals employs tactical asset management solutions and a holistic approach to investing in order to make your savings grow.
“Our belief is that the old ‘buy and hold’ theories no longer apply. The Dow Jones Industrial Average has produced a 0% return over the last 11 years, yet smart investors still manage to make money. How? In our experience, tactical portfolio management under the direction of qualified and experienced investment professionals is the best way for investors to safeguard holdings during down markets and capitalize on upswings”, said Koudsi.
For business owners, the firm offers such services as entity selection and structuring, corporate tax planning, pension consulting, corporate finance negotiation and cash management, real estate and mortgage consulting, insurance planning and strategies, employee benefit program analysis, strategic exit planning, evaluation of business opportunities, and more.
In the personal planning segment, Core Financial performs retirement analysis, asset management, cash flow analysis, insurance and estate planning, mortgage consulting, education analysis, and alternative investment opportunities, among others.
ABOUT CORE FINANCIAL PARTNERS, INC.
Core Financial Partners was founded based on the realization that small to medium sized business owners could reap the benefits of “big business” tax and financial planning solutions. While most financial advisors focus on after-tax dollars, the professionals at Core create customized strategies to leverage pre-tax earnings into greater success. For more information, please visit www.corecfp.com
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