CORE Benefits & Investments, LLC

CORE Benefits & Investments, LLC is a full-service financial services firm dedicated to providing comprehensive financial planning and investment advisory solutions to individuals and businesses in Knoxville, TN, and across the nation. Established in 2007, CORE was founded on the principle of independence, allowing us to offer unbiased advice and a wide range of resources without being tied to specific proprietary products. We specialize in helping families and businesses navigate complex financial decisions, from retirement planning and college savings to employee benefit plans and business consulting. Our team of experienced professionals – including CFPs® and LUTCFs – is committed to building lasting relationships based on trust and a shared understanding of your unique goals. CORE’s mission is to empower our clients to achieve financial security and peace of mind, acting as trusted advisors and partners every step of the way. We believe that every business, no matter the size, is an important piece of our community’s economy. CORE is here to consult you, using our knowledge and resources to provide business solutions to help meet your needs, even when changes occur. You are more than a client – you are our friends and our neighbors. Let us help you with building and protecting your family and business.