coreVISION Financial Group

08/18/2026

We’re incredibly grateful to support these amazing kids and their baseball teammates. ⚾️

There’s nothing better than giving back to the next generation—watching them grow in confidence, build friendships, and do what they love. We’re proud to be a small part of their journey and can’t wait to cheer them on all season.

A HUGE thank you to Core Vision Financial Group for investing in Indy Clutch Baseball!

Your support means so much to our players, coaches, and families. Thank you for investing in us as we invest in you! Your generosity helps give our boys opportunities to grow, compete, and build memories both on and off the field.

08/13/2026

Our final first day of school pics! Have a great year, girls!

08/12/2026

Today is Caden’s last day of his internship with our team, and we’re excited to celebrate him and all that’s ahead! 🎉

Caden has been a wonderful addition to our firm, bringing hard work, enthusiasm, and a great attitude each day. We’re grateful for the time he spent with us and the contributions he made along the way.

Next up, Caden will be attending Hanover College, where he’ll be studying business/finance and playing basketball. 🏀📚

Congratulations, Caden! We’re proud of you and wish you nothing but success in this next chapter. We can’t wait to see what you accomplish both on and off the court!

08/07/2026

As another school year begins, we’re celebrating some of our favorite milestones—our CVFG kids heading back to school! 📚✏️🍎 We are so proud of these kids and cannot believe how fast summer flew by this year!

Wishing all students, teachers, and families a school year filled with learning, growth, new friendships, and unforgettable memories.

📸 Here’s the first round of our First Day of School photos…with even more coming next week!

07/06/2026

Join us in celebrating a special milestone! Congratulations to Joe Heller, Administrative Associate, on reaching 5 years in the financial services industry!

Over the past five years, Joe has been a valued member of our team, providing exceptional support, dedication, and service to both our clients and colleagues. His commitment to helping our office run smoothly and ensuring our clients have a positive experience makes a difference every day.

Thank you, Joe, for your hard work and dedication. We're grateful to have you on our team and look forward to celebrating many more milestones together!

Please join us in congratulating Joe on this achievement!

07/04/2026

Happy 250th Independence Day!

Today, we celebrate 250 years of the American spirit—built on freedom, resilience, opportunity, and the determination to create a brighter future.

As you gather with family and friends this Independence Day, we hope you enjoy a safe and memorable holiday filled with gratitude for those who have helped shape our nation's history.

Thank you for allowing us to be part of your financial journey. We appreciate the trust you place in us and remain committed to helping you pursue your financial goals for generations to come.

Wishing you a happy, safe, and meaningful Fourth of July!

07/02/2026

In observance of Independence Day, our office will be closed on Friday, July 3. We will reopen and resume normal business hours on Monday, July 6.

We wish you and your family a safe, happy, and enjoyable holiday weekend! Thank you for your continued trust and support.

Happy Independence Day!

06/29/2026

It’s a hot one! We hope to see all of our clients at our pool party tonight! ☀️ Food, drinks, and snow cones provided!

Reminder: Our Client Pool Party is next Monday!

We’re looking forward to our mid-summer event with our clients! Join us for an evening of fun, food, and treats from Snowie of Indy and Weenies on Wheels. 🌭🍧

If you haven’t RSVP’d yet, please let us know by emailing [email protected]. We’d love to see you there!

06/22/2026

Reminder: Our Client Pool Party is next Monday!

We’re looking forward to our mid-summer event with our clients! Join us for an evening of fun, food, and treats from Snowie of Indy and Weenies on Wheels. 🌭🍧

If you haven’t RSVP’d yet, please let us know by emailing [email protected]. We’d love to see you there!

06/21/2026

Happy Father’s Day to all the Dads, mentors, and father figures who work every day to build a brighter future for the people they love - especially our coreVISION Dads.

Just as fathers help guide their families through life’s milestones, thoughtful financial planning helps create security, opportunity, and lasting legacies for generations to come.

Today, we celebrate the dedication, wisdom, and commitment that fathers bring to their families every day. Wishing a wonderful Father’s Day to all of our clients filled with appreciation and time with loved ones.