Cornerstone Financial Services

Who We Are

Cornerstone Financial Services LLC is an independent financial advisory firm that has been helping families achieve their financial goals since 2006. Our firm was established with the mission of providing objective financial advice and serving as trusted financial guides for a select group of deserving families. We are committed to working with our clients as partners in their journey to create and live meaningful lives.

What We Do

At Cornerstone Financial Services LLC, we specialize in retirement income planning. We understand that retirement is a significant milestone in our clients' lives, and we are dedicated to helping them achieve the retirement lifestyle they desire. Our comprehensive planning approach recognizes the common objectives of managing risk, building wealth, and transferring wealth to the next generation or charitable interests.

Our planning-centered practice focuses on our clients' current and future retirement income needs. We work closely with each client to prioritize their goals and design customized strategies that help them pursue their financial objectives. We provide guidance on a range of financial matters, including investment management, tax planning, estate planning, and insurance planning.

For our younger clients, many of whom are the sons and daughters of our long-term clients, we emphasize disciplined financial habits and provide assistance in building wealth. We understand that our younger clients have competing planning objectives, such as purchasing and maintaining a home and funding their children's education. As such, we work with them to develop strategies that align with their unique needs and goals.

Why We Do It

Our passion for financial planning and our commitment to serving our clients drive everything we do at Cornerstone Financial Services LLC. We believe that financial planning is not just about managing money; it's about helping our clients live meaningful lives. We take great pride in the fact that many of our clients have been with us for over a decade, and we consider it an honor to serve as their trusted financial guides.

As an independent financial advisory firm, we are not beholden to any financial institution or product manufacturer. This allows us to provide unbiased investment advice and design customized strategies that align with our clients' unique needs and goals. Our objective is to provide our clients with the peace of mind that comes from knowing they have a solid financial plan in place.

Our Approach

At Cornerstone Financial Services LLC, we believe that financial planning is a collaborative process. We work closely with our clients to understand their values, goals, and priorities. We then use this information to design and implement customized strategies that help our clients pursue their financial objectives.

Our comprehensive planning approach recognizes the interplay between retirement income planning, risk management, wealth accumulation, and wealth transfer. We provide guidance on a range of financial matters, including investment management, tax planning, estate planning, and insurance planning.

We understand that financial planning is not a one-time event but an ongoing process. As such, we meet with our clients regularly to review their progress, update their financial plans, and make adjustments as needed. We believe that this ongoing engagement is critical to helping our clients achieve their financial goals.

Services Offered

At Cornerstone Financial Services LLC, we offer a range of services designed to help our clients achieve their financial goals. These services include:

• Retirement Income Planning: We help our clients create a retirement income plan that aligns with their values, goals, and priorities. We work with them to identify their retirement income needs and develop a customized strategy that helps them pursue their financial objectives.
• Investment Management: We provide investment management services designed to help our clients build wealth and achieve their financial goals. Our objective is to provide our clients with a well-diversified investment portfolio that aligns with their risk tolerance and investment objectives.
• Tax Planning: We provide guidance on tax planning strategies designed to help our clients minimize their tax liability and maximize their after-tax returns.
• Estate Planning: We provide guidance on estate planning strategies designed to help our clients transfer their wealth to the next generation or charitable interests.
• Insurance Planning: We provide guidance on insurance planning strategies designed to help our clients manage risk and protect their financial assets.

Conclusion

At Cornerstone Financial Services LLC, we are committed to providing objective financial advice and serving as trusted financial guides for our clients. Our planning-centered practice focuses