Welcome to the Cornerstone Family
You work hard, save, and plan so you can take care of the people you love and enjoy retirement. You want a personalized, realistic plan you can feel confident about, no matter what is happening in the markets or economy.
When you choose to work with our team we say "Welcome to the Cornerstone Family." It’s our commitment to think of YOU and YOUR FAMILY first in every decision we make. Welcome to the Family is our promise to treat you like family, and to continue to raise the bar on the service and value you can expect throughout what we hope will be our lifelong relationship.
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The Cornerstone ExperienceTM
The financial industry is full of catchy phrases like retirement success. The truth is, that may look different for you than it does for your neighbor. And, it's almost certainly going to look different than it did for your parents. What you imagine for retirement - and your plan to get there - is as unique as you are.
Through The Cornerstone ExperienceTM, we'll work together step-by-step to help you:
• Determine what you hope for in retirement.
• Understand how your portfolio is truly performing.
• Identify and consider changes that could optimize your investments.
• Build a healthy plan to manage life changes.
• Take advantage of potential tax savings.
Tax Law Changes
We are carefully watching proposed tax law changes such as the elimination of the stepped-up basis, capital gains hike rate for filers with incomes above $1 million, and phase out of small business income deductions over $400,000. Visit our Tax Planning page to hear how the proposed changes could affect your tax strategies.
Preparing for Retirement
Because there is nothing cookie-cutter about retirement planning you deserve one-on-one attention and guidance to help you plan for your life today and your dreams for tomorrow. We can help you build a financial plan to support your retirement vision so there are no surprises when it's your turn.
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Getting the Relationship You Deserve
Choosing who to trust with your hard-earned money is a big decision. How do you know your money and future are in good hands?
We've created a free INTERVIEW GUIDE to help you track conversations to compare advisors or evaluate the services and value you get from an advisor you already work with.
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Helpful Content
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Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Surprises
Making the most of surprises is a great reason to work with us.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?