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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
There are things about Social Security that might surprise you.
Military families face unique challenges, making personal finance even more critical.
It's important to understand the pros and cons when considering a prepaid debit card.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
If you find it hard to attain personal life goals, there’s an app for that!
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a crash course on saving for college.
With alternative investments, it’s critical to sort through the complexity.
The market is as unpredictable as the weather. We’d love to help you prepare.
Even low inflation rates can pose a threat to investment returns.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.