Meet COR Financial Group. The finance firm shaped in partnership with Thrivent Financial and founded by David Granner. Currently in 31 states with two offices, located in Ann Arbor, Michigan, and Milwaukee, Wisconsin, this national practice is one that you want to visit if you haven’t already.
What Makes COR Financial Different from Other Finance Firms?
The mission of COR Financial is to “passionately deliver caring, creative and complete financial guidance to everyone, with God’s help, through a disciplined and systematic approach to excellence.”
When clients walk into COR Financial, they embark on a journey with David and his team to build a healthy and valuable relationship that leads to a healthy, personalized financial portfolio.
COR Financial Values
David believes in the long view—building relationships that stand the test of time, and likewise, investing with a commitment to stay the course.
He counsels his clients to keep a steady hand and not panic with the fluctuations of a given market. Recommends David, “We will rebalance assets periodically together with our clients to make wise adjustments. But we don’t want them to over-react and by so doing permanently lose ground gained in a more favorable time.”
With this emphasis, clients are not simply seen as digits or numbers, but rather as whole human beings with individual goals, dreams, and aspirations. David’s commitment is that every client will experience the company values of empathy, integrity, generosity, and faith in a way that has positive impact for them.
He has chosen team members with expertise in research, administration and customer service who will listen to the concerns of clients with empathy then help them frame their course and move to a better position.
Integrity means there is transparence in the firm. No hidden fees, no structures that benefit COR more than its clients. Generosity reflects the goal for clients achieving their wealth plan so that they can then share with others and make a difference for the good.
Faith is hoping in something unseen. David’s faith is in a trustworthy God who will guide us through whatever comes our way. He knows that there is no crystal ball to guarantee financial success. But the integration of faith and professional discipline has made a difference. The peace of mind that comes from trusting in God’s ultimate provision combined with over 30 years of experience in the industry with a breadth of network expertise in Thrivent, has equipped COR to consistently achieve better-than-standard market results for its clients.
Now, many companies say this, but very few put their words consistently into actual practice. COR Financial is one of these few companies. For example, how many times have you called a company and heard an automated voice telling you that you matter to the company, yet you don’t get to speak to an actual person on the phone?
If you call COR Financial this won’t happen. David and his team created a company policy and have made it a goal to answer every phone call that comes in within the first ring and with an actual team member. In order to do this, there is a specific position designed solely for answering client phone calls because clients do truly matter to COR Financial and therefore, are treated like they do.
What Services Does COR Financial Offer?
At COR Financial the product that you receive is not just financial planning. It’s genuine care. You will be able to have genuine conversations with David as well as opportunities to learn and ask questions. Since finances are often integrated into life’s big moments – buying your first home, having children, planning for retirement – David and his team love learning about what matters most to you and what your goals are so that they can help you achieve your goals and avoid mistakes along the way.
Specific Solutions Include:
- Dedicated Planning Services – Get Personalized Recommendations
- Advice Services – To Help You Achieve Goals and Dreams
- Life Insurance
- Disability Insurance – To Replace a Portion of Your Income if you get sick or hurt and can’t work for an extended period of time
- Insurance – For Injuries and Illnesses
- Mutual Funds
- Managed Accounts – To Own Financial Investments Yourself and have an investment manager oversee them
- Annuities – To Help with Investments or Retirement
- Generosity – To Give Back to Your Community and Causes You Care About
Living a Life of Generosity and Significance
“One of the greatest joys in life,” says, David, “is to have the privilege of giving to causes that you are passionate about and see the difference it makes in the lives of people.”
“Money is not the goal. It is a tool for a higher purpose.”
David and his company have been dedicated to helping others in local and international communities for many years. For example, he was one of the founders of Bethania Kids in 1987 which is “a ministry to destitute, disadvantaged and disabled children in India that has touched over 3,000 lives.”
He sees One Sleepy Night – Detroit as another great opportunity to bring something really special to the greater Detroit community. “Besides being a night of amazing entertainment, this effort brings us together as a diverse audience. The production itself allows the team to build new bridges of racial connection.”
Don Hart – the Lead Producer of One Sleepy Night – Detroit – has actually accompanied David on his trips to India several times and the two have bonded over their mutual passion to cross over barriers to help others and share God’s message of love and hope.
“We’re sponsoring One Sleepy Night – Detroit because this beautiful musical shows audience members that each and every one of us matter, are loved dearly, and deserve a joyous life full of God’s greatest blessings. We firmly believe in this message. Besides, it’s going to be a LOT OF FUN!”