• icon Lexington, KY 40507
  • icon Mon-Fri : 9:00 am - 6:30 pm
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    Call us

    +1-859-809-2262

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    Email address

    info@corepathfin.com

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Guide to Finance

If you’re new to investing, don’t sweat it. Our team breaks it down in everyday language. Financial investing is all about making your money grow over time.

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Life Insurance

Life insurance isn’t just about death—it’s about securing your family’s future. Whether you’re the primary breadwinner or contributing to the household income, life insurance provides a financial safety net for your loved ones in the event of the unexpected.

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Invest Confidently

If you're ready to take control of your investments, a trading platform is a must. We help you navigate the many options, ensuring you find one that matches your investment goals and comfort level.

Challenges are just opportunities in disguise. Take the challenge with knowledge!

why choose us

Letting Us Join You On
Your Financial Journey

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Training
Courses
About Image

Welcome to Core Path Fincancial, where we make financial planning simple, personal, and fun! Whether you're eyeing retirement or just looking to beef up your savings, we've got the tools, expertise, and friendly vibes to help you on your journey.

Your money matters. But hey, why does managing it feel so complicated? We’re here to cut through the noise and offer real solutions that fit your life. No cookie-cutter advice here—only plans as unique as your morning coffee order.

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    Our Philosophy

    It’s simple: We listen dreaming of a beach retirement, starting your first investment, or just trying to balance the books—we’ll walk you through each step.

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    Our Resources

    Our corporates partnerships gives us all the tools to properly connect you to the right financial programs.

Client Testimonials

What They Say About Us

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— Sandra Mitchell
Chicago, IL

"Core Path Financial completely transformed my retirement plan. I was worried about whether I’d have enough saved, but now I feel secure and confident. Their team was with me every step of the way!"

— David O’Connor
Austin, TX

"I’ve worked with other financial advisors before, but none have been as thorough and caring as Core Path Financial. They took the time to truly understand my goals and tailored a plan that has exceeded my expectations."

How We Work

Steps For Success

01
STEP 1:
Free Analysis and Consultation

Schedule a free appointment and talk to one
of our agents.

02
STEP 2:
Get A Personalized Financial Plan

After we’ve understood your needs, we’ll design a custom financial plan for goals.

03
STEP 3:
Implementation & Monitoring

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