CoreTegic Capital Wealth Management
CoreTegic Capital Wealth Management is a fee-only wealth management and financial planning firm that specializes in financial planning for Generation X and Y, highly compensated executives, pre-retiree (work-optional), and retirement income planning for retirees. We always put your interests first.
As your trusted advisor, I can help answer your questions. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter - the things that bring you genuine joy. My focus is to offer unbiased financial advice to help you determine if you have enough to retire, determine when you work will become optional, determine how long your nest egg will last and help ensure that your family will be okay if something would ever happen to you. We develop customized financial roadmaps to create a more financially stable life, without the worry of giving up their dream life. And yes, without paying the high commissions.
If you'd like to learn more, please visit our website at www.coretegiccapital.com or call 515-259-0813
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.