CASE STUDIES

WAYS WE HELP

We are here to assist and support every step of the way.  The following case studies provide insight to our team and our resources.

Please note that the case studies are for illustration purposes only to provide insight into the process and capabilities of our team.  No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services. 
WE ARE PROCORE ADVISORS

ABOUT US

KEEP IT SIMPLE

Most problems are solved with simple solutions.  We thoroughly explore the questions we are trying to answer, starting with one idea at a time and breaking it down to terms that are easy to understand.  After listening to the client, and working through the issues we provide solutions that our clients can focus on.  Keeping it simple allows us to communicate better with our clients and reach for better outcomes.

“The simplest and most direct solution with the fewest number of steps is usually the correct answer to any problem.”

 

– William of Ockman,  centuries ago…..

WHY CHOOSE US?

Legacy Planning

Privacy, protection, and legacy.

Retirement

Getting you to and through retirement.

Real Estate Solutions

Strategies and analysis of real estate investments.

Investments

Investment management tailored made for you.

College Planning

A guide to get you through school to college without debt.

Financial Planning

Customized financial plan because everyone’s journey is different.

Insurance Planning

We evaluate and determine risk exposure as part of a comprehensive financial plan.

Family Office Services

Support services for Family Offices.

Tax Strategies

Decisions made with tax strategies in mind.

Concierge Services

Need help with property management, large purchases, or buying a car – ask us!

Estate Planning

Preparation of tasks that serve to manage assets in an estate during your lifetime.

Still Curious? Let's start a conversation.

Feel free to email any questions, or to call us directly. We are happy to discuss your goals and help you decide if we are a good fit.

OUR TEAM

  • David Hicok
  • Keythe Aguilar
  • Bryan Ward
  • Jennifer Berger
  • Jessica Willin

David's expertise in financial services is focused on wealth management and preservation, business succession and family legacy planning with over 18 years of financial services industry experience.

David Hicok, ChFC / LinkedIn

Keythe is a Certified Financial Planner™ with over 30 years in financial services, 15 of those years at senior-level management.  She is CCO and co-founder of ProCore Advisors, LLC with a focus on helping women in transition with growing and preserving their personal wealth.

Keythe Aguilar, CFP® / LinkedIn

Bryan is a Certified Financial Planner ™ and Certified Investment Management Analyst ™ practitioner specializing in Investment Management, Strategic Planning, Personal and Commercial Insurance Services, Forecasting and Modeling, Tax and Estate Planning Techniques.

Bryan Ward, CFP®,CIMA® / LinkedIn

Your relationship with your money drives our financial behavior and your financial behavior determines your financial circumstances.  Jennifer is a therapist and financial social worker and offers a wide range of coaching programs and services focused on thinking and behavior around money.

Jennifer Berger, MSW, ACSW, FSW

Jessica is a seasoned Administrative Assistant with extensive experience in financial services and the related task.  Jessica is able to tailor her skills to meet the needs of our various clients.

Jessica Willin

We would love to know you

GET IN TOUCH WITH US

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