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Simplifying the Complex Tailored To You Comprehensive Financial Planning




You’ve worked hard, saved, and planned. You’re ready to dream big and make an impact in your life, in the lives of those you love, and in the legacy you leave behind.

Welcome to the Cornerstone Community



When your life and wealth are built on a cornerstone, you don't have to settle. 


Through The Cornerstone ExperienceTM, we'll work together, step-by-step, to help you figure out what’s possible and build a plan around living the life you've imagined.


Tax Reform Webinar

Tax Reform Webinar

Every financial action could have tax consequences, and 2021 Tax Reform may be the most significant change to the taxation of wealth in decades. Understanding and responding quickly could be critical to your financial plan!

Watch the Replay


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Investment Committee Meeting Summary

Investment Committee Meeting Summary

Cornerstone's Investment Committee met Friday, October 29 to review Q3 2021 data and examine what [potentially] lies ahead.

Read the Summary


Giving Back - In a Tax-Efficient Way

Giving Back - In a Tax-Efficient Way

Donating to the causes you care about benefits the charities and can be deeply rewarding. Did you know that tax benefits exist for those who give? Read the article, as seen in Sioux Falls Woman Magazine, Dec. 2021/Jan. 2022.

Charitable Contributions and Tax Benefits


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Preparing for Retirement

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 develop a clear vision for the future and build a cornerstone plan to help you get there. 

Learn more


Getting the Relationship You Deserve

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, compare advisors, and evaluate the value you get from an advisor you already work with.

Download the Guide


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Women and Financial Planning

Women and Financial Planning

Financial planning is more than saving for retirement. The cornerstone of any financial plan has to be YOUR goals and the impact you want to make. Work with a financial professional who understands YOU.


Visit our Women and Financial Planning page


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Federal Retirement Planning

Federal Retirement Planning

Don't trust your complex federal retirement planning to just anyone. 

The Chartered Federal Employee Benefits ConsultantSM designation demonstrates training about FERS, CSRS and Special Provisions (LEO, FF, ATC, CBPO, MRT).

Learn More



Helpful Content

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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