CORE Benefits & Investments, LLC, is a full service financial services firm started from the requests and needs of our clients.
In 2007, Neal Clark, Michael Collins, and Randy Davis founded the firm to deliver services with an independent mindset and a broad set of resources to offer. The founding partners believed that in order to provide great service and advice, CORE must be free of the restrictions that many companies face by offering their proprietary products. This independence was harvested in the many years of experience each partner gained working in the financial and insurance industries prior to starting CORE.
Whether helping business owners with their risk management and retirement plan needs, or advising families on their investments and insurance needs, CORE has positioned itself as the only firm our clients need to accomplish their goals.