When you hear the term “wealth management,” most people think of investments and managing someone’s estate. Although wealth management encompasses everything from tax planning and risk management to estate planning and investments, for most financial advisors, the work stops there. 

This goes beyond managing assets and making sure trust documents are current. ProCore takes the extra step to assure their clients’ financial decisions. 

For someone in their 80’s, Sally sure doesn’t act it. Although Sally has been on her own since her husband passed away seven years ago, she is a very independent woman who doesn’t need much assistance. Her family all live out of state, so besides a few close friends, there are not many individuals she can lean on for assistance. So when Sally notified us that she was in a car accident, we were there to help. Whether it was helping with filing the insurance claim, helping research new and used cars and even going to the dealership with Sally to make sure she knew the terms of the loan and wasn’t assessed hidden fees or  sold additional warranties.

How ProCore Advisors can help

Here are some of the ways we go beyond the definition of managing your estate to providing help  everyday financial decisions so you can take control of your finances:

• We will take the time to help review financial contracts or other documents related to major financial purchases.
• We will provide education and training around online and mobile banking/financial services with a focus around fraud and cyber security issues. 
• We can provide assistance with structuring business deals with family members. 
• Work hand in hand with your other financial professionals, such as a CPA, attorney and insurance specialist. 
• Utilize a large network of professionals to offer recommendations for several services in real estate, construction, health insurance, commercial insurance and liability, lending and banking.
• Review and advise on property and casualty insurance.