What’s on Your Mind?

  • What can I expect from our first meeting?

    Our first meeting will be a get-to-know-each-other, complimentary, conversation as we learn about your family and life goals. We understand what is important to you and what money means to you.  We will also share our 5- Step Process and Philosophy on how we work with our clients to LIve Richly. At the end of our conversation we will mutually agree to schedule a second appointment or shake hands and depart as friends.

  • Do you just manage my assets, what else do you do?

    The scope of what we do starts with financial planning and incorporates asset management but also addresses many other issues. Think of us a your personal retirement CFO. The CFO for any company manages cash flow and prepares for the what-ifs. We take your most important goals, specific to you, and customize a comprehensive roadmap to accomplish said goals.

  • Why should I work with U-Core Capital over other financial planning firms?

    We acknowledge that  there are many choices out there, and we encourage our potential clients to discover the differences.  We start with what’s important to you and integrate our 75 years of industry knowledge to create and maintain a comprehensive wealth management solution. Loi has worked with and coached financial advisors over 20 years. Over time, he has seen what has been lacking from a service point-of- view.  U-Core Capital was established to deliver exception, objective financial guidance and the highest caliber of personal service to achieve a life lived richly.  

  • Who is LPL?

    LPL stands for Linsco Private Ledger. LPL is the largest independent broker-dealer* in the United States. Being independent means no proprietary products and strategies are utilized based on your best interest.

    *As reported by Financial Planning magazine, 1996-2022, based on total revenue.

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