Company Overview
coreVISION Financial Group is a financial services firm headquartered in Shelbyville, Indiana, focusing on personalized retirement planning and wealth management strategies. Established in 2015, coreVISION provides a wide range of services, including Wealth Management, Retirement Planning, Educational Funding, Family Protection, Estate Planning, Business Succession Planning, Long-term Care Insurance, and Disability Income Insurance. The firm operates as a registered investment advisor under CVFG LLC, affiliated with LPL Financial, a Member FINRA/SIPC, where securities are offered.
Location and Contact Information
Shelbyville Office:
2177 Intelliplex Drive, Suite 201
Shelbyville, IN 46176
Phone: (317) 398-8200
Fax: (317) 398-8201
Email: info@corevisionfg.com
Nashville Office:
153 E. Main St., P.O. Box 531
Nashville, IN 47448
Phone: (812) 988-6077
Mission and Approach
coreVISION aims to design and implement robust financial strategies to help clients grow and preserve their assets. Catering to individuals, families, businesses, and non-profit organizations, the firm engages in a structured six-step financial planning process, ensuring client goals align with actionable strategies. Their digital investment management platform, Money Guide, enhances this process.
Team Composition
The firm's key financial professionals include:
- Beau Browning, ChFC: Partner focusing on strategic planning and wealth management. Engages in discussions on financial psychology and investment pitfalls.
- Jason Pike: Partner and expert in retirement strategies for federal employees, contributing to financial education through blogs and events.
- Brent D. Thoman: Partner and OSJ/Branch Manager at LPL Financial with two and a half decades of experience in investment advisory services.
- Andrea Lee, CFP®: Certified Financial Planner® specializing in comprehensive financial planning, focusing on financial literacy and the gender gap in investing.
- Brett Rice, CPFA: Financial Advisor dedicated to improving client financial literacy, engaged in budgeting and financial scams educational initiatives.
- Grant Reeves: Chief Compliance Officer and Financial Advisor, knowledgeable in compliance and financial scams, contributing to estate planning education and fraud prevention.
Achievements and Recognition
coreVISION Financial Group has been consistently recognized for its excellence in wealth management, showcasing their commitment to delivering high-quality services in the financial industry.
Public Engagement and Educational Efforts
coreVISION maintains a strong public presence through platforms like LinkedIn and YouTube, sharing insights on investment strategies, financial planning, and fraud prevention. Educational initiatives focus particularly on senior financial safety and investing literacy, featuring campaigns and public seminars.
Key Insights for Engagement
Engaging with coreVISION involves acknowledging their commitment to long-term client relationships and personalized service. Discussions may include their wealth management offerings, digital financial planning tools, and recognition in the industry. Emphasizing their cultural values, such as celebrating initiatives like Women’s History Month, can aid in holistic engagement.
Competitor Profile
Overview
coreVISION Financial Group operates in the wealth management and retirement planning sector, positioning itself as a key player dedicated to managing and protecting client wealth.
Primary Competitors
1. Churchill Wealth Management
- Location: Morton, Illinois
- Characteristics: Client-focused with a commitment to integrity, characterized by disciplined investment approaches.
- Revenue: Approximately $654,000
- Team Size: 3 employees
- Services: Financial planning, wealth management, investment advisory.
2. Copper Canyon Wealth Management
- Location: Mesa, Arizona
- Characteristics: Full-service provider emphasizing client relationships and service integrity.
- Services: Investment management, retirement and income planning, estate planning, corporate trust services.
3. Dunlap Gill Wealth Management Group
- Location: Fishers, Indiana
- Characteristics: Independent advisory firm led by CEO Bob Dunlap, offering personalized investment strategies.
- Services: Retirement planning, tax planning, portfolio management, educational resources on wealth management.
4. Plummer Financial Services
- Location: Memphis, Tennessee
- Founded: 1999
- Characteristics: Delivers a wide range of financial and insurance services with a client-centered approach.
- Services: Retirement and investment services, lifestyle management, insurance planning.
Analysis and Market Position
coreVISION Financial Group must leverage its strengths in wealth management and retirement services to maintain its competitive position. Enhancing service customization and client relationship management could offer a strategic advantage. Investing in technology-driven solutions similar to Copper Canyon Wealth Management, along with robust client communication strategies like Churchill Management Group, can further solidify coreVISION's market standing.
