Cornerstone Financial Service

A Team Committed to Your Financial Success

Cornerstone Financial Services stands as a trusted financial planning and wealth management firm serving individuals and families in the Springfield, Bloomington, and Peoria areas. With over 60 years of combined experience, our team of dedicated professionals boasts a deep understanding of financial planning and investment strategies. Our focus? To provide a personalized and comprehensive financial experience tailored to each client's unique goals and aspirations.

Our Guiding Principles

Our approach is centered on building strong, lasting relationships with our clients. We believe in:

• Personalized Attention: We take the time to understand your individual needs, goals, and aspirations.
• Open Communication: We value clear and transparent communication throughout the planning process and beyond.
• Customized Solutions: We tailor our strategies to your financial situation and aspirations.
• Shared Success: We are committed to working alongside you every step of the way, empowering you to make informed financial decisions.

Comprehensive Services for Every Stage of Life

Our comprehensive services include:

Wealth Management

• Goal-based financial planning
• Investment management
• Retirement planning
• Estate planning and trust services
• Asset allocation and review

Risk Management

• Insurance planning and review
• Risk mitigation strategies
• Asset protection planning
• Business continuation planning

Financial Guidance

• Tax planning and compliance
• Spending and budgeting strategies
• Debt management and consolidation
• Retirement planning guidance

A Team with Deep Expertise

Our team consists of experienced and certified professionals, each holding industry designations like Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Life Underwriter (CLU), demonstrating their commitment to upholding the highest industry standards.

Partnering with You for Success

At Cornerstone Financial Services, we are driven by a passion to empower our clients to achieve financial security and pursue their dreams. We believe in collaborative partnerships and strive to make the financial planning process accessible, understandable, and empowering.