Investment & Planning
The Value of Advice
Financial advice has the best chance of success when it’s built on a relationship.
Because no two investors are alike, we’ll work together to construct
a financial plan that reflects your goals as they change over time.
What You Can Expect
- Annual performance reviews and risk analysis
- Intergenerational wealth education
- Education and clarity around financial headlines
- Debt management and cash flow/spending strategies
- Providing professional referrals to attorneys, CPAs, and more.
- Planning for retirement, higher education, charitable giving, estate plan, insurance, etc.
- Access to our state of the art account aggregation software, Wealth Access.
*Some retirement products are Not FDIC Insured. No Bank Guarantee. May Lose Value.
Minimum relationship balance requirements may apply for access to our planning and investment group.
Find a Core Bank Near You
Core Bank proudly offers personal and business banking solutions made for you. With banking centers in Omaha, Overland Park, and Mesa, we’re here to help you borrow and save confidently. Discover your nearest Core Bank today!