Local Financial Figure Opens Planning Firm for Dentists, Other ProfessionalsJanuary 8, 2008
COLUMBIA, SC – January 8, 2008 – A new financial planning company based in Chapin is investing in the concept that dentists and other professionals need custom financial and investment advice.
Core Advisors, founded by former Capital Financial Partners stalwart and CERTIFIED FINANCIAL PLANNER™ Practitioner Thomas Gore, opened its doors this fall at 118 Columbia Ave. in Chapin. Its comfortable offices and friendly staff complement a focused business acumen designed to build wealth for busy professionals.
“I have seen firsthand how professionals like dentists need advice that lets them focus on their core values — what is most important to them and their families — and protects those fundamentals from getting lost in very successful careers,” said Gore.
“Our goal is to become a financial resource that enables our clients to be happy and successful in all aspects of their lives.”
Working under a fee-based business model, Core Advisors was conceived to provide objective, highly targeted advice for the dental community and related professions. With comprehensive services ranging from basic financial plans to complex investment advice, the company is working to bring a smart, personal touch to South Carolina financial planning.
To learn more about Core Advisors, call (803) 941-4440 or e-mail [email protected]