At each stage in life your interests may change, but your CORE priorities remain the same.

CORE Benefits and Investments will help guide you in pursuing your goals and protecting what matters most by sharing our experience and insights in financial planning and insurance needs.

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We live and work for the same CORE reasons that you do. By sharing in these interests, we know how crucial it is to create a financial blanket to cover those important moments in your life. You are more than a client, you are our friends and our neighbors. Let us help with building, retaining, and protecting your family and business.


Whether you are planning a new addition to the family or an expansion of your business, you have many options to consider. We can apply our experience and knowledge to focus on the CORE issues, so you can focus on the other important details of life.

We believe every business, no matter the size, is an important piece of every community’s economy. As we build our relationship over time, we will know which services best meet your needs, even when changes occur.

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