Why CORE?

You have many options to consider when thinking about your financial future. Are you planning a new addition to your family, or do you want to start saving for your kids’ college? Do you need assistance in creating a financial plan, or do you have questions about planning for your retirement? CORE can apply our experience to focus on the important issues in order to create a custom plan built just for you. We commit to implementing, servicing, and guiding you through the entire process to ensure you reach your financial goals.

We also believe that every business, no matter the size, is an important piece of our community’s economy. CORE is here to consult you, using our knowledge and resources to provide business solutions to help meet your needs, even when changes occur.

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 and business. You are more than a client – you are our friends and our neighbors. Let us help you with building and protecting your family and business.

Knoxville Location

1111 N. Northshore Drive
Suite P270
Knoxville, TN 37919
Phone: 865.862.5956

Alcoa Location

422 Marilyn Lane
Alcoa, TN 37701
Phone: 865.268.8001