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6210 Wooldridge Road, Corpus Christi, TX 78414

(361) 882-8700
Service@CCFinancialGroup.com
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PLAN TODAY. ENJOY TOMORROW.

Building Financial Confidence In Corpus Christi, Texas Since 1993

Are You Retiring Confidently?

Cory Summers: Forbes Best in the State Wealth Advisor 2025

  Cory Summers, Wealth Advisor at Corpus Christi Financial Group and independent LPL Financial advisor, has once again been named to the Forbes/SHOOK 2025 Best-in-State Wealth Advisors list. This marks the second consecutive year that Summers has received this prestigious recognition, highlighting his continued dedication to delivering outstanding financial guidance and client-focused service. The Forbes/SHOOK list honors top-performing financial advisors across the country who demonstrate excellence in their profession. Advisors are selected based on a combination of qualitative and quantitative factors, including personal interviews, assets under management, compliance records, and years of experience.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Planning Together For Your Financial Freedom

Planning Together For Your Financial Freedom

At Corpus Christi Financial Group our approach is simple. We believe sound financial decisions don't have to be confusing. From seeking to help you prepare for retirement to maximizing your sustainable income options and transitioning your assets from one generation to the next in a tax efficient manner, our advisors can help. Our goal is for you to become more confident in your financial future.

Our Approach

 Understanding who you are, what you value and your vision for retirement is the first step we take in helping you reach your goals. As we get to know one another, your advisor can work to develop tailor-made solutions and strategies that fit your needs today and through retirement. Just like doctors, we can’t prescribe until we diagnose, so our process includes:

 STEP 1:
Get Acquainted

 Putting your financial future in the hands of someone else involves an immense amount of collaboration and understanding. Before we begin talking about your assets, we want you to feel comfortable with our team. During this time, we’ll get to know each other and answer any questions you may have about our firm, beliefs or services.

 STEP 2:
Financial Assessment

As we begin discussing the in’s and out’s of your financial picture, we’ll assess your current retirement plan, investment strategy, insurance options and more. During this time, we’ll ask you to complete a risk tolerance questionnaire, which can help our firm better understand your unique needs.

STEP 3:
Provide Recommendations

Based on your goals, we’ll develop a comprehensive financial or retirement plan designed to encompass and integrate every aspect of your financial picture. Together we’ll go over our strategies, recommendations and advice to be sure you feel comfortable moving forward.

STEP 4:
Implementation & Review

When you’re ready, we’ll move forward into an ongoing working relationship. As your financial circumstances evolve, we’ll realign your financial plan to accommodate these changes. We’ll meet regularly, whether virtually, over the phone or in person, to answer any questions and discuss ongoing financial matters.

A Plan for Life



Finding Financial Independence Starts With

Understanding What Independence Means To You

Our Services

If you’re investing to build wealth, protect your family or preserve your assets, our personalized services focus on your aspirations and individual goals. At any stage of life, it’s important to keep your future needs in mind. Whether your retirement party is already marked on the calendar or a few years out, we can tailor our services to meet your specific needs today and retirement goals for tomorrow.

Financial & Retirement Income Planning

Financial & Retirement Income Planning

Our goal is to be your trusted partner in creating the legacy you want to leave behind.

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Investment & Portfolio Management

Investment & Portfolio Management

We help you make informed financial decisions to manage your wealth.

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Risk Management & Insurance

Risk Management & Insurance

We are here to make sure that you and your family are prepared for the unexpected.

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Social<br/>Security<br/>

Social
Security

We guide you through your options to aim for your benefits to be optimized.

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Get In Touch
At Corpus Christi Financial Group, we’re focused on helping you plan for and achieve your individual goals. Whether you’re ready to get started today or looking to learn more about our firm, feel free to give us a call or fill out the form below.

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