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We help business owners and individual investors win the tax game and become financially independent.

All financial strategies are incomplete without a sound tax strategy. After all, it’s not about how much you make, but how much you keep.

Financial Strategy + Tax Strategy = Purposeful Wealth

Business Owners

Entrepreneurship has unique challenges and opportunities. Meeting filing deadlines and collecting the right amount of tax is only the beginning. It doesn’t take long before you begin to wonder how to use loopholes and incentives to your advantage.

Simplify your financial responsibilities with our technology, automation, and concierge-level customer service.

Outsource your accounting department. We’ll handle payroll, cash management, billpay, and tax with a team of experts.

Take advantage of dozens of creative tax strategies we’ve crafted for business owners like you.

Make better decisions with financial reports & advice that provide insight, not just data.

Learn More

Individuals & Family

Most people have too many advisors that never talk to each other. They have an attorney, accountant, financial planner, insurance agent, friends, a rich uncle, and the internet. There is surely no shortage of opinions. Filtering through fake news is exhausting.

Coordinate your tax strategy and investment strategy under one roof, with one advisor.

Stop playing the role of “messenger” trying to coordinate multiple advisors.

Clean out the “junk drawer” of financial strategies and accounts.

Simplify and optimize your entire financial situation.

Make more and keep more while doing less.

Learn More: Tax Services
Learn More: Financial Planning

A partner with your best interests at heart.

Most accountants are reactive, acting only when you call. Some financial advisors are actually just salespeople pushing the latest product and trying to make the sale. In contrast, Core Financial is a true fiduciary, putting your interests first and giving you proactive, actionable, objective advice that will help you win.

Organization

Often clients are embarrassed with their lack of intentionality and clarity in their financial life. We help restore order as a partner and friend, not as your critic.

Accountability

Life is busy. There are always urgent things that crowd out the important things. We help you prioritize and persevere.

Objectivity

Money is an emotional topic. We help you keep a clear head.

Proactivity

It’s easy to react to life. We help you anticipate and hit life’s curve balls.

Education

We have the heart of a teacher.

Partnership

We work with you, not for you. We care about the outcome and how it impacts your life.

It only takes 10 minutes to see if we’re a good fit.

In just ten minutes you can see if it makes sense for us to work together. No pressure, no sales tactics. Tell us about what’s working and not working for you. If we can help, we’ll schedule another time to go deeper with you.

Schedule "Good Fit" Call

Certifications, Memberships, and Associations

Enrolled Agent
CFP
Ramsey Trusted Tax Pro
PASBA
NATP

Insights from our Blog

Invest confidently, pay less tax, be financially independent.

Tax

Tax-Free Rental Income Loophole (Augusta Rule)

You’ve always been told there is no such thing as a free lunch. Well, believe it or not there is such a thing as tax-free rental income. This loophole bears the name from the town where the Masters

Scott Patterson Scott Patterson

Scott Patterson

3 min read

Investments Tax

Investment decisions MUST consider tax consequences

Why do so many “financial advisors” avoid taxes with phrases like, “I’m no tax expert. Be sure to consult your accountant.” If taxes are a financial topic and your financial advisor doesn’t know tax, he/she missed out on half their education.

Scott Patterson Scott Patterson

Scott Patterson

6 min read

Tax Accounting Investments

6 Traits of Your Next Advisor

Finding the right advisor is a stressful and overwhelming task. Look for these six traits as you evaluate your next advisor.

Scott Patterson Scott Patterson

Scott Patterson

6 min read
Core Financial Resources
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.

Neither diversification nor asset allocation assure or guarantee better performance and cannot eliminate the risk of investment losses.  Investments are subject to market risks including the potential loss of principal invested.  The strategies mentioned may not be appropriate for all investors.  Please consult your tax and or financial advisor(s) to determine a strategy that works best for you.

Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Avantax or its affiliates. Firm Name provides these links as a convenience to you, and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services.

Core Financial and Scott Patterson are affiliated with RamseyTrusted for tax services only.

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