coreVISION Financial Group

coreVISION Financial Group Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG L Our job is to manage them.

Wealth creation and preservation is the primary focus coreVISION Financial Group. Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities. Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation

of your goals and an analysis of how you can best pursue them. Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your financial process - not the first. Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence in retirement and making sure that your loved ones are always taken care of - these are the goals and the very purpose of the existence of coreVISION Financial Group. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.FINRA.org and www.SIPC.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Happy Birthday to Cindy Holder! Cindy is our Office Manager here at coreVISION Financial Group and is celebrating 39 yea...
06/09/2026

Happy Birthday to Cindy Holder! Cindy is our Office Manager here at coreVISION Financial Group and is celebrating 39 years in the industry this year!

Our Shelbyville Golden Bears are heading to Regionals! Congratulations to our Varsity Baseball team winning Sectionals l...
06/02/2026

Our Shelbyville Golden Bears are heading to Regionals! Congratulations to our Varsity Baseball team winning Sectionals last night! 🐻

In observance of Memorial Day, our office will be closed today as we honor and remember the brave men and women who made...
05/25/2026

In observance of Memorial Day, our office will be closed today as we honor and remember the brave men and women who made the ultimate sacrifice for our country. We will reopen and resume normal business hours on Tuesday. Wishing you and your family a safe and meaningful holiday.

Happy Birthday to Jennie Claxton! Jennie is one of our Client Services Specialists here at coreVISION Financial Group an...
05/24/2026

Happy Birthday to Jennie Claxton! Jennie is one of our Client Services Specialists here at coreVISION Financial Group and is celebrating 13 years in the industry this year!

Today we celebrate the women who do it all — the moms, grandmas, mentors, caregivers, and role models who lead with stre...
05/10/2026

Today we celebrate the women who do it all — the moms, grandmas, mentors, caregivers, and role models who lead with strength, compassion, patience, and love every single day. 💐

At our firm, we are especially grateful for the incredible women on our team — Andrea, Brittany, Hannah, Sandy, Jennie, and Cindy — whose dedication to their families, our clients, and each other inspires us daily.

To all of our amazing clients and families, thank you for trusting us to be part of your journey. We hope today is filled with love, appreciation, and time with the people who matter most.

Happy Mother’s Day from all of us! 💖

🍎🩺 This week, we proudly celebrate the educators and nurses who make a difference in our communities every single day.Te...
05/07/2026

🍎🩺 This week, we proudly celebrate the educators and nurses who make a difference in our communities every single day.

Teachers inspire growth, encourage dreams, and shape future generations. Nurses provide compassion, care, and comfort when it matters most. Your dedication does not go unnoticed.

Thank you for the countless hours, unwavering support, and positive impact you bring to the lives of others. We are grateful for all that you do — today and every day.

Happy Birthday to Grant Reeves! Grant is our Chief Compliance Officer here at coreVISION Financial Group and will have b...
05/06/2026

Happy Birthday to Grant Reeves! Grant is our Chief Compliance Officer here at coreVISION Financial Group and will have been in the industry for 6 years this year!

Today we celebrate the incredible administrative professionals who keep everything running smoothly behind the scenes.A ...
04/22/2026

Today we celebrate the incredible administrative professionals who keep everything running smoothly behind the scenes.

A special thank you to Sandy, Jennie, and Hannah for your dedication, organization, and the countless ways you support our team and clients every day. Your attention to detail, professionalism, and positive energy do not go unnoticed—we truly couldn’t do it without you.

Happy Administrative Professionals Day!

🌎 Happy Earth Day!Just like building a strong financial future, protecting our planet requires thoughtful decisions and ...
04/22/2026

🌎 Happy Earth Day!

Just like building a strong financial future, protecting our planet requires thoughtful decisions and a long-term perspective.

Today is a great reminder that the choices we make today can help create a better future for generations to come.

🌷🐰 Happy Easter to our clients and community!May this season of renewal bring joy, hope, and many blessings to you and y...
04/05/2026

🌷🐰 Happy Easter to our clients and community!

May this season of renewal bring joy, hope, and many blessings to you and your loved ones. We wish you a wonderful Easter Sunday.

Address

2177 Intelliplex Drive, Suite 201
Shelbyville, IN
46176

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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