Helping clients create independent financial futures!
LCORE is a comprehensive wealth management firm that helps clients in the metro Atlanta area create independent financial futures. Our clients are successful entrepreneurs, executives, families, and individuals who have done well through hard work and self-sacrifice. We help them make sense of their complex finances and create strategies to support a comfortable retirement, nurture future generations, and achieve their cherished dreams. Our mission is to help our clients live fruitful and happy lives.
Understanding Changes to Account Statements
Have questions about your account statements? Read our guide to find out what's changed.Read Now
The market is as unpredictable as the weather. We’d love to help you prepare.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Tips on insuring your teen driver.
Marriage changes everything, including your insurance needs.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Bonds may outperform stocks one year only to have stocks rebound the next.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.