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
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Five phases to changing unhealthy behaviors.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Why have the markets been so volatile recently?
Is your estate in order? This short quiz may help you assess your overall strategy.
When you’re married and have children, insurance needs will be different.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?