About Corey.

“Strategies for a secure tomorrow.”

As a financial planner I am committed to helping my clients feel more confident in their financial decisions while working towards a secure financial future.  My clients define their own financial success, I simply help them achieve it through trusted advice and tailored solutions that support their vision.

Drawing on my years of banking, investment management and financial planning experience as a designated Personal Financial Planner (PFP^®), I work with my clients to design a financial plan tailored to their unique situation to help bring their financial and retirement goals to life.

Using a disciplined approach, I advise on the following services:

– Financial and Retirement Planning

– Investment Solutions

– Succession Planning

– Estate Planning

– Tax Minimization Strategies

I believe in a collective approach and work with accountants, lawyers and our team of specialists to leverage the knowledge and collective experience of all parties for the benefit of my clients.

A tailored plan is the roadmap that allows my clients to relish today, while preparing for the needs of themselves and their families in the future.

Contact Corey by email or phone and set up a meeting today.

Contact Corey cstover@assante.com

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