OUR SERVICES

Do you know if your current investment strategy is sufficient to meet your needs and goals? We will help you develop an investment plan that coordinates with your overall financial strategy.

Are you on track to retire? We can help you develop a retirement plan to determine if you are saving enough. We believe a retirement plan is not something you set and forget but something that needs to be updated regularly as you near retirement.

Do you wonder how you’ll pay for your child’s college education? We are well versed in the various options available to parents and/or grandparents to help fund their child’s or loved one’s education.

We all want to save money on taxes, but how do we do it? Are you taking advantage of all the tax planning strategies available to you? Cornerstone Financial and our affiliated CPA firm Cornerstone Tax Group are uniquely positioned to help you in this process and position you appropriately.

We can help you manage your cash flow and debt, save for tomorrow, and prioritize goals and expenses.

What happens if you get sick or are unable to work? We can help you and your business plan for the future.

Do you have enough insurance to protect your family? We can help you determine what you need and what you don’t. Cornerstone Financial Group will chose an insurance company and product that fits your needs best.

Who will carry on your end of life decisions or take care of your assets when you are gone? Estate planning enables you to manage the distribution of your wealth after death. It will also allow you to spell out your healthcare wishes and ensure they are carried out. We can help you address issues like these.