Core Financial

Core Financial is a financial planner in Albuquerque, NM. The firm specializes in wealth management and retirement planning, focusing on helping clients achieve their financial goals through long-term relationships. Services include income planning, investment planning, tax-efficient strategies, health care planning, and legacy planning. The firm also offers insurance products and services for life and health in New Mexico, along with investment advisory services. Clients can schedule a complimentary, no-obligation first meeting to discuss their ideal retirement and receive a custom strategy. The firm has served the greater Albuquerque area since 1988, emphasizing a personal approach to building close relationships with friends and neighbors.

Phil Gordley serves as the president and Investment Adviser Representative of Core Financial. He has over three decades of experience in the financial services industry, having joined the field after growing up in a rural Illinois farming community. Phil holds a bachelor's degree from Quincy College and has passed the Series 65 securities exam. He lives in Albuquerque with his wife and two daughters. In addition to his advisory work, Phil hosts "The Core Financial Retirement Show," which airs on weekends to discuss financial headlines and retirement information. The firm's process examines a client's current financial situation to determine retirement needs, aiming to ensure that clients do not outlive their money and that their assets are managed efficiently.

The office is located at 6707 Academy Rd NE Suite B, Albuquerque, NM. It sits on Academy Road Northeast, about a mile from Arroyo del Oso Elementary School and the Arroyo Del Oso Golf Course. Sister Cities Park is located about 0.7 miles away, and Albuquerque Fire Station 15 is just 0.1 miles from the office.

Core Financial holds a rating of 3.80 based on customer reviews. The firm is known for its focus on simplicity and confidence in retirement planning, addressing key areas such as reducing tax liability and managing health care costs. It works collaboratively with estate planning attorneys to ensure assets are transferred to beneficiaries in a tax-efficient manner.

With over three decades of experience and a deep root in the Albuquerque community, Core Financial provides a focused approach to retirement and wealth management for local residents.

Services:

• Complimentary Initial Consultation
• Financial Guidance
• Radio Show on Financial Headlines
• Retirement Planning
• Tax Bill Calculation for Retirement