TRUSTWORTHY, FIDUCIARY-BASED GUIDANCE.
Who We Are
Cornerstone Retirement Group is a boutique wealth management firm based in Reno, Nevada. We provide fiduciary-based financial guidance to individuals who are seeking a comprehensive and personalized approach to retirement planning and wealth management.
Our Mission
Our mission is to empower individuals to achieve financial freedom and secure their future through individualized wealth management strategies. We believe in open communication, personalized guidance, and utilizing best-in-class resources to help our clients achieve their financial goals.
Our Guiding Principles
At Cornerstone, we adhere to the fiduciary standard, which means we put your best interests first. We prioritize transparency, ethical behavior, and open communication in every interaction with clients.
Income Planning
- Develop a customized plan to ensure the preservation and growth of your income during retirement.
- Minimize taxes and maximize your Social Security benefits.
Investment Management
- Develop a diversified and personalized portfolio based on your individual goals and risk tolerance.
- Regular portfolio reviews and rebalancing to maintain alignment with your goals.
Tax Planning
- Develop strategies to minimize taxes on your retirement income, ensuring you keep more of your hard-earned money.
Estate & Legacy Planning
- Create a comprehensive estate plan that ensures your assets are distributed according to your wishes.
Retirement Planning
- Comprehensive analysis of your retirement accounts and plans.
- Guidance on optimizing your contributions, investments, and withdrawals.
Our Clients
We work with individuals who have $250,000 or more in investable assets. This specialization allows us to offer personalized attention and tailor our services to your unique needs.
Our Approach
Our process starts with a comprehensive financial assessment to identify your goals, risk tolerance, and financial situation. We then work in collaboration with you to develop a customized plan and implement it efficiently. We believe in open communication and regular reviews to ensure your plan remains aligned with your goals and circumstances.
Excellent Customer Service
The reviewers have consistently praised Cornerstone Financial Advisors for their exceptional customer service. They have emphasized the professionalism, responsiveness, and trustworthiness of the staff, particularly Curtis and Jeff. Multiple reviewers have expressed their satisfaction with the team's ability to communicate complex financial information in a clear and understandable manner.
Holistic Approach to Financial Planning
Cornerstone's advisors are commended for taking a comprehensive approach to financial planning, considering the unique needs and goals of each client. The reviewers appreciate the team's willingness to educate them on market fluctuations and to provide personalized advice.
Trust and Loyalty
The reviewers have expressed their trust and loyalty to Cornerstone, noting that they would highly recommend the company to others. They have praised the team's ability to navigate turbulent markets and to prioritize their clients' best interests.
