CORE Financial Partners
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      • Compare Investment Fees Calculator
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      • Investment Loan Calculator
      • Like Kind Exchange Calculator
      • Line of Credit Calculator
      • Loan Tax Savings Calculator
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    • Retirement >
      • Life Expectancy Calculator
      • Social Security Benefits Calculator
      • Fixed Annuity Calculator
      • Retirement Planner Calculator
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      • Required Minimum Distribution RMD Calculator
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      • Life Insurance Calculator
      • Long Term Care Calculator
      • Human Life Value Calculator
      • Human Life Value Calculator
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      • Family Income Calculator
      • Home Budget Calculator
      • Budgeting Calculator
      • Amortization Loan Calculator
      • Auto Loan Calculator
      • Lease vs. Buy
      • Auto Rebate vs. Interest Rate Calculator
      • Health Savings Account (HSA) Calculator
      • College Savings Calculator
      • Student Budget Calculator
      • Savings Goals Calculator
    • Mortgages >
      • Rent vs. Buy Calculator
      • Home Buyer Savings Calculator
      • Mortgage Qualifier Calculator
      • Mortgage Required Income Calculator
      • Mortgage Loan Calculator
      • Maximum Mortgage Calculator
      • Mortgage Points Calculator
      • 15 Year vs. 30 Year Mortgage Calculator
      • ARM & Interest Only ARM vs. Fixed Rate Mortgage
      • Interest Only Mortgage Calculator
      • Adjustable Rate Mortgage Calculator
      • Home Equity Line of Credit Calculator
      • Refinance Breakeven Calculator
      • Reverse Mortgage Calculator
    • Debt/Liabilities >
      • How Much Do You Owe Calculator
      • Cost-of-Debt Calculator
      • Credit Card Debt Calculator
      • Credit Card Pay Off Calculator
      • Roll-down Your Credit Card Debt Calculator
      • Student Loan Calculator
  • Careers
  • Contact
  • CORE Shop
    • Recommended Reads
  • Home
  • About
    • Who We Are
    • Mission
    • Philosophy
    • Meet The Team
    • Client Focus
    • Refer a Friend
  • Services
    • Infinite Banking Concept
    • Insurance
    • Tax-Free Retirement
    • Quotes >
      • Term Life Insurance Quote
      • Permanent Insurance Quote
      • Annuity Quotes
      • Final Expense Insurance Quote
  • Videos
    • CORE Videos
    • The Nelson Nash Story
    • CORE Debt Strategy
    • Podcast EPs
  • Calculators
    • Wealth Watch >
      • Human Life Value Calculator
      • Net Worth Calculator
      • Future Value Calculator
      • Savings Calculator, Taxes and Inflation
      • Savings Calculator (compounding interest)
    • Investing >
      • Taxable vs. Tax Deferred vs. Tax Free Investment
      • Compare Investment Fees Calculator
      • Mutual Fund Expense Calculator
    • Taxes >
      • Charitable Contributions Calculator
      • Estate Tax Liability Calculator
      • Marginal Tax Rate Calculator
      • Net to Gross Paycheck Calculator
      • Payroll Deductions Calculator
      • Self-Employment SE Taxes Calculator
      • Student Loan Tax Rate Calculator
    • Business Finance >
      • Cash Flow Calculator
      • Profit Margin Calculator
      • Working Capital Calculator
      • Breakeven Analysis Calculator
      • Business Debt Consolidation Calculator
      • Business Valuation Calculator
      • Equipment Buy vs. Lease Calculator
      • Investment Loan Calculator
      • Like Kind Exchange Calculator
      • Line of Credit Calculator
      • Loan Tax Savings Calculator
      • Stock Distribution Calculator
    • Retirement >
      • Life Expectancy Calculator
      • Social Security Benefits Calculator
      • Fixed Annuity Calculator
      • Retirement Planner Calculator
      • Retirement Income Calculator
      • Retirement Savings Calculator
      • Retirement Shortfall Calculator
      • Required Minimum Distribution RMD Calculator
    • Insurance >
      • Life Insurance Calculator
      • Long Term Care Calculator
      • Human Life Value Calculator
      • Human Life Value Calculator
    • Personal Finance >
      • Family Income Calculator
      • Home Budget Calculator
      • Budgeting Calculator
      • Amortization Loan Calculator
      • Auto Loan Calculator
      • Lease vs. Buy
      • Auto Rebate vs. Interest Rate Calculator
      • Health Savings Account (HSA) Calculator
      • College Savings Calculator
      • Student Budget Calculator
      • Savings Goals Calculator
    • Mortgages >
      • Rent vs. Buy Calculator
      • Home Buyer Savings Calculator
      • Mortgage Qualifier Calculator
      • Mortgage Required Income Calculator
      • Mortgage Loan Calculator
      • Maximum Mortgage Calculator
      • Mortgage Points Calculator
      • 15 Year vs. 30 Year Mortgage Calculator
      • ARM & Interest Only ARM vs. Fixed Rate Mortgage
      • Interest Only Mortgage Calculator
      • Adjustable Rate Mortgage Calculator
      • Home Equity Line of Credit Calculator
      • Refinance Breakeven Calculator
      • Reverse Mortgage Calculator
    • Debt/Liabilities >
      • How Much Do You Owe Calculator
      • Cost-of-Debt Calculator
      • Credit Card Debt Calculator
      • Credit Card Pay Off Calculator
      • Roll-down Your Credit Card Debt Calculator
      • Student Loan Calculator
  • Careers
  • Contact
  • CORE Shop
    • Recommended Reads


Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(302) 504-6450​
Middletown, DE 19709​
Click Here to Email Us
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CORE Financial Partners​
Wilmington, DE 19803
Office: (302) 504-6450
Click Here to Email Us

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