Live Richly

Inspired commitment to guiding clients to a life well lived. 

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Why U-CORE CAPITAL ?

Our firm’s mission is to deliver exceptional, objective financial guidance and the highest caliber of personal service to achieve a life lived richly.

    • U – U and your success are at the core of every facet of our business.
    • CORE – We focus on gaining a deep understanding of your CORE values, CORE concerns, and CORE dreams as we develop strategies that bring purpose to your wealth.
    • CAPITAL –We help you optimize and transition between your human CAPITAL, your ability to generate income during your working years, and your financial CAPITAL, your ability to generate income with what you have saved. 


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Services
How Can We Help You?

We offer a wide variety of services that are tailormade to help as you pursue your financial goals.

Retirement Planning

Retirement Planning

Do I feel confident that my retirement income plan will allow me to do all the things I deserve to do in retirement?

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Tax Planning

Tax Planning

Am I minimizing my tax liability every year?

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Investment Planning

Investment Planning

How can I create an investment strategy specifically for my needs?

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Estate Planning

Estate Planning

Have I created a thorough transfer plan that is thoughtful and aligned to my wishes?

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Lifestyle Planning

Lifestyle Planning

What do I need to do to find the balance between how I want to live and the financial path I need to take to get there?

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Money Matters

Money Matters

What does money mean to me?

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Do you want to learn more about how we can help you with these services? Let’s schedule a complimentary Discovery meeting!

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Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

Success Stories
What Our Clients Are Saying

Read about real experiences from our clients.

Doug & Mary B. – Retired Medical Professionals - 1/17/23

Doug & Mary B. – Retired Medical Professionals - 1/17/23

"We have been clients of U-Core – for seventeen years and are looking forward to many more.  From the start, we have felt that everyone truly is there for us, accessible, responsive to our needs and they listen.  I cannot emphasize how reassuring it is having this team on our side.  It’s the next best thing to having family in the business."

Christine B. – Retired School Teacher - 1/04/23

Christine B. – Retired School Teacher - 1/04/23

"This wealth management company gives such top-notch service that I feel like I am a member of the family."

Parker E. – Sales Executive - 01/17/23

Parker E. – Sales Executive - 01/17/23

"Working with U-Core Capital, we have an investment strategy that is attainable, we have a clear path to getting to our retirement goals, and we feel more secure about the future we are building for our growing family."

Gary K. – CEO / Business Owner - 01/17/23

Gary K. – CEO / Business Owner - 01/17/23

“The best word to describe our experience is unbelievable.  For over 20 years, our financial well-being has been managed with thoughtful care. ”

These statements are testimonials by clients of the financial professional. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

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