FAQ

Who are the Core7 Professionals?

Financial Advisor
Real Estate Attorney
Property and Casualty Insurance Agent
Accountant
Estate Planning Attorney
Real Estate Agent
Mortgage Originator

Why do I need a Team of Core7 Professional?

Have a Team of Core7 Professionals helps to guarantee that all facets of your financial life are coordinated and protected. Your team of Core7 Professionals will work synergistically to promote you and your family's best interests. 

Do I pay extra for a core7 team?

No. In fact, most people who have a Team of Core7 Professionals find that they actually save money. This is for the simple reason that promoting your long-term financial well-being is the core mission of your team.

Do I need to have a lot of money to have a Core7 team?

No. In fact, those customers without large portfolios often see the biggest advantage as careful planning is critical to their long-term success.