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CORE Partners Financial is a select group experienced, likeminded Financial Professionals at Investment Planning Counsel who share a common goal: to assist clients by maximizing opportunities. With over 100 years of combined advisory experience, CORE Partners Financial uses a defined approach for financial planning that will assist clients to accumulate, preserve and manage their wealth. As an independently owned, fee based advisory firm, CORE Partners Financial provides unbiased financial advice to individuals, business owners and their families.
Meet the Team
15 April, 2021
In his Q1 update, Counsel’s Chief Investment Strategist, Rana Chauhan, reflects on the investment challenges of 2020, the companies that benefited from changing cons Read more
15 March, 2021
This e-book reviews the various factors you need to consider regarding the transfer of your estate. Read more
Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend Read more
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