Areas of Practice - CoreNorth Capital Planning

We focus on two pillars.

We help you manage your long-term investments in alignment with your financial plan in a cost-effective manner.

Financial Planning

Financial planning is the decision-making process that directs how you want to manage your resources. It is based on your goals, values, and vision. This process is fluid, updating as necessary to remain relevant to your goals and objectives. We aim to bring clarity to your financial matters so you can have confidence in your financial plan.

Portfolio Management

We bring our knowledge and expertise of risk, volatility, and investments as we monitor your portfolio and educate you on the best options available. Having access to a multitude of investment options means that we can find the right fit for your financial situation.

We specialize in:

Comprehensive Financial Planning

Retirement Planning

Investment Planning

Income Planning

Estate Planning

Special Needs Planning

Charitable Giving

Risk Management

Let CoreNorth help you make a well-defined plan.

Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA and SIPC to residents of AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. CoreNorth Capital Planning, LLC and Cambridge are not affiliated. Neither Cambridge nor CoreNorth provide tax or legal advice. Investing regular amounts steadily over time (dollar-cost averaging) may lower your average per-share cost. Periodic investment programs cannot guarantee profit or protect against loss in a declining market. Dollar-cost averaging is a long-term strategy involving continuous investing, regardless of fluctuating price levels, and, as a result, you should consider your financial ability to continue to invest during periods of fluctuating price levels.