Core Capital Solutions LLC

Description

Core Capital Solutions LLC - Financial Planners, Investment Advisors, Portfolio Managers located in Naperville, IL. David M. Fluett, CPA formed Core Capital Solutions to help corporate retirement plans and high net worth individuals achieve financial success. Mr. Fluett leads our team with his extensive knowledge of investments and strategies to meet the needs of our clients. Prior to Core Capital, he was an Investment Counselor with Halbert Hargrove/Russell (HH/R), and he was Chief Investment Officer and a founder of EFR Advisors Incorporated of Oak Brook, Illinois, where he advised clients on managing their wealth and investing their retirement funds for more than 10 years. James Sullivan, M.A.S.,CPA/PFS specializes in retirement planning with special emphasis on helping his clients control the specific risks of retirement. Jim has over 20 years of financial planning practice. Lauri A. Allen brings a unique blend of expertise to our team

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