With decades of combined experience and deep roots in the communities where we operate, Kore Financial Group has been advising clients in all areas of financial planning since 2006. We proudly serve clients throughout Louisiana and beyond from our locations in Lafayette, Morgan City, and Ville Platte.
At our ‘Kore,’ we believe our purpose is to help clients build their foundation for financial success through customized, tax-intelligent financial planning. We offer strategies to plan for various areas that impact our clients’ financial well-being, including retirement, legacy, tax planning, investment strategies, and insurance coverage.
Our commitment to tax-intelligent financial planning means looking for tax-advantaged solutions from all angles. We partner closely with Kolder Slaven & Company, LLC, a Louisiana accounting firm (and our business neighbor), so a team of tax professionals is with you at each step. Through this partnership with trained and experienced CPAs, we help identify deductions, credits, deferments, and incentives available to maximize your financial outcomes, and help you focus on what matters most.
Just like financial success requires a solid foundation, so do our client relationships. That's why we built a five-step process with you at the center, establishing a relationship built on trust, not transactions.