Retirement Planning

People are living longer than ever these days so there's good reason to develop a retirement plan that helps you get control of your money, build wealth, and plan for a secure future. The experienced financial advisors at Core Advisors, Ltd, specialize in retirement planning. We get to know our clients’ financial needs and goals so we can recommend personalized strategies for retirement planning, succession planning, trusts and estate planning and more.

Not only can we help ensure you get the highest possible value out of your IRA and 401(k) plans, we can help you plan for wealth accumulation and transfer to future generations.

Retirement Planning for Dentists

Our dental clients are often amazed at how much more confident and peaceful they feel when they know where they stand financially. Contact Thomas Gore today at (803) 941-4440 or schedule a free consultation to learn more about our retirement planning services for Dental Professionals and individuals. We can help you devise a solid plan for retirement that will preserve wealth and bring you and your family financial security.

• Retirement counseling
• Help selecting investment managers
• IRAs – traditional, Roth, SEP, simple,
• 401K plans
• Retirement distribution planning
• Beneficiary review
• Estate and trust planning
• Wealth protection planning
• Succession and business continuation planning