Core Financial-Lamar, Colorado

Core Financial-Lamar, Colorado Full Service Financial Agency
Life and Health Insurance
401k's and 401k rollovers
529 plans
Mutual Funds
Stocks/Bonds
IRA's

Since 2002, Core Financial has been serving Lamar, Colorado and its surrounding communities.With a team of professionals personally connected to our town of Lamar, we are first and foremost focused on building and maintaining relationships with our clients. Working with them through the many milestones of life, we also often work with their children and grandchildren. While our team is comprised o

f professionals with diverse backgrounds and unique experiences, we all are passionate about our community and what we do everyday. We enjoy the chance our job offers to make a difference in people’s lives, and we take this responsibility seriously. We understand that taking the first steps toward creating a financial strategy can be overwhelming, and discussing your personal finances with an advisor whom you haven’t yet met may feel uncomfortable. Our goal is to serve clients as trusted advisors who can offer objective advice and personalized recommendations. As part of an independent firm, we are not tied to any one product and have the freedom to develop strategies and recommend solutions we believe are appropriate for each client based on individual needs. We invite you to contact us to discuss how we can help you develop a financial strategy that addresses your goals. I am licensed to sell Insurance products in Colorado and am licensed to sell Security products in Colorado.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
06/12/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/10/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
06/09/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
06/07/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
06/05/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
06/03/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/02/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
05/31/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/29/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Address

200 S 5th Street
Lamar, CO
81052

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17193365550

Website

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