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Client Centered

Core+ Financial Strategies has been recognized as one of the top affiliates of Raymond James, a leader in tax-advantaged financial planning. We strive to be an independent fiduciary firm that operates with discipline and transparency as we serve our clients. We deliver proactive, relational service tailored to your individual needs that goes beyond the numbers of your financial plan or tax return. With our guidance and education, our clients can live a life based on their unique goals as they pursue financial security. Our only priority is empowering you to be able to take care of yourself and your family. At Core+ Financial Strategies, we believe that long-term relationships that encourage open and honest communication are the cornerstone of success.

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