Our Firm

Cornerstone Financial Group is a full-service financial servicing firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.
Our independence enables us to establish working relationships with a number of well known product sponsors and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Cornerstone Financial Group is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I potentially increase the return on my investments while potentially reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?

 

We offer financial products and services tailored to your individual needs. Cornerstone Financial Group is committed to you for the long term.