Your senior years are a time of incredible financial change. You’re looking at retirement, planning for new events in your life, and navigating the space of health benefits. That space can be incredibly confusing for most people. You need someone on your side to help you navigate the specific details of your life needs and match them with the appropriate plans. That’s why Core Advantage Advisors was founded, to help our clients enjoy a better quality of life, resting in the knowledge that they and a trusted advisor have addressed their benefit needs.
We cherish our clients, and we aim to make their experience with us simple and positive. That’s why our entire team are dedicated to serving with integrity and excellence, focusing on the details of your needs to make sure you have the best advice possible. Planning at this stage of life is critical and we aim to make it positive and impactful as well.