WHO WE ARE

Since 1999, Cornerstone Financial Group has been dedicated to helping our clients build and protect their hard earned assets. We are an entirely independent firm, so our loyalty belongs to our clients. This gives us the freedom to use our client’s best interest as our only guide.

Cornerstone Financial Group advisors hold a variety of professional designations and licenses. Our combined education and experience position us to offer financial advice our clients can trust.

We are committed to helping you pursue your short and long term financial goals. We can help you answer some tough questions you may have about your financial future, such as:

• Are you on track to retire?
• How much money will I need to retire?
• How can I get the most out of my 401(k)?
• Should I have a traditional IRA or a Roth IRA?
• How to lessen your tax burden?
• How you will pay for your child’s college education?
• Do you have enough insurance to protect your family?
• Are you covered if you get sick and are unable to work?
• How to ensure your assets are managed properly when you are gone?