coreVISION Financial Group

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment

[coreVISION Financial Group @coreVISIONFG]

Happy Birthday to Cindy Holder! Cindy is our Office Manager here at coreVISION Financial Group and is celebrating 39 years in the industry this year! #coreVISIONcrew #WeRetirePeople

[coreVISION Financial Group @coreVISIONFG]

In observance of Memorial Day, our office will be closed today as we honor and remember the brave men and women who made the ultimate sacrifice for our country. We will reopen and resume normal business hours on Tuesday. Wishing you and your family a safe and meaningful holiday.

[coreVISION Financial Group @coreVISIONFG]

Happy Birthday to Jennie Claxton! Jennie is one of our Client Services Specialists here at coreVISION Financial Group and is celebrating 13 years in the industry this year! #coreVISIONcrew #WeRetirePeople

[coreVISION Financial Group @coreVISIONFG]

Today we celebrate the women who do it all. At our firm, we are especially grateful for the incredible women on our team — Andrea, Brittany, Hannah, Sandy, Jennie, and Cindy — whose dedication to their families, our clients, and each other inspires us daily. Happy Mother’s Day!

[coreVISION Financial Group @coreVISIONFG]

🍎🩺 This week, we proudly celebrate the educators and nurses who make a difference in our communities every single day. Thank you for the countless hours, unwavering support, and positive impact you bring to the lives of others. We are grateful for all that you do.

[coreVISION Financial Group @coreVISIONFG]

Happy Birthday to Grant Reeves! Grant is our Chief Compliance Officer here at coreVISION Financial Group and will have been in the industry for 6 years this year! #coreVISIONcrew #WeRetirePeople

[coreVISION Financial Group @coreVISIONFG]

Today we celebrate the incredible administrative professionals who keep everything running smoothly behind the scenes. A special thank you to Sandy, Jennie, and Hannah for the countless ways you support our team and clients every day.
Happy Administrative Professionals Day!

[coreVISION Financial Group @coreVISIONFG]

🌎 Happy Earth Day!

Just like building a strong financial future, protecting our planet requires thoughtful decisions and a long-term perspective.

Today is a great reminder that the choices we make today can help create a better future for generations to come.

[coreVISION Financial Group @coreVISIONFG]

🌷🐰 Happy Easter to our clients and community!

May this season of renewal bring joy, hope, and many blessings to you and your loved ones. We wish you a wonderful Easter Sunday.

#HappyEaster #coreVISIONcrew

[coreVISION Financial Group @coreVISIONFG]

We will be closed today in observance of Good Friday. Our office will resume normal business hours on Monday.

Wishing all of our clients a wonderful Easter weekend filled with peace, joy, and time with loved ones. 🐣🌷 #coreVISIONcrew

[coreVISION Financial Group @coreVISIONFG]

📚 Happy International Children’s Book Day!

Every great story begins with a first chapter — and the same is true for building a strong financial future.

Encouraging learning and curiosity today helps set the stage for tomorrow’s success.

[coreVISION Financial Group @coreVISIONFG]

🚨 BIG ANNOUNCEMENT 🚨
We’ve discovered a guaranteed investment that doubles your money overnight.
Just kidding… April Fools!
If something sounds too good to be true, it usually is. Smart investing is about strategy, patience, and informed decisions.

[coreVISION Financial Group @coreVISIONFG]

Beau Browning Joins Brett Rice to Discuss Rollover Options
#coreVISIONCrew #WeRetirePeople

https://t.co/pchTpbdW08

[coreVISION Financial Group @coreVISIONFG]

🌟 Women’s History Month Q&A Series – Final Feature 🌟

As we wrap up our Women’s History Month Client Spotlight Q&A Series, we’re honored to feature our final spotlight: Sara Lewis.

#WomensHistoryMonth #WomenInBusiness #WomenWhoInspire #coreVISIONcrew #WeRetirePeople

[coreVISION Financial Group @coreVISIONFG]

🌟 Women’s History Month Q&A Series – Feature #4🌟

We’re proud to continue our Women’s History Month Client Spotlight Q&A Series by highlighting another inspiring leader: Amber Coy.

#WomensHistoryMonth #WomenInBusiness #WomenWhoInspire #coreVISIONcrew #WeRetirePeople

[coreVISION Financial Group @coreVISIONFG]

As we continue celebrating Women’s History Month, we’re proud to spotlight the voices and experiences of women who inspire and uplift those around them. Today, we’re excited to introduce our third Women’s History Month Q&A feature: Brandy Coomes.

#WomensHistoryMonth

[coreVISION Financial Group @coreVISIONFG]

🍀Happy St. Patrick’s Day!
While luck may play a role in finding a four-leaf clover, building a strong financial future takes planning, discipline, and the right strategy.
Wishing you a day filled with good fortune and smart financial decisions!
#StPatricksDay #FinancialPlanning

[coreVISION Financial Group @coreVISIONFG]

Happy Birthday to Beau Browning! Beau is one of our partners here at coreVISION Financial Group and has been in the industry for 21 years this year! #coreVISIONcrew #WeRetirePeople #PiDay

[coreVISION Financial Group @coreVISIONFG]

🌟 Women’s History Month Spotlight: LaTisha Idlewine

This month, we’re highlighting the voices, experiences, and leadership of incredible women in our community. Today, we’re excited to introduce our second Women’s History Month Q&A feature: LaTisha.
#WomensHistoryMonth

[coreVISION Financial Group @coreVISIONFG]

Women’s History Month Spotlight: Ali Crim
This month, we’re celebrating inspiring women who are making an impact in their industries and communities. For our first spotlight, we had the opportunity to learn more about Ali's journey and advice she has for others. See below.