Broker Check
Simplifying the Complex Tailored To You Comprehensive Financial Planning

WATCH OUR 30-SECOND OVERVIEW

               Welcome to the Cornerstone Family

This industry is full of buzz words like retirement success. The truth is, that's going to look different for you than it does your neighbor. There is nothing cookie-cutter about retirement planning. You may have questions that you can't even to put into words, and knowing that the decisions you make could impact your family for generations can be overwhelming.  

We're here to help. The Cornerstone ExperienceTMour multi-step financial-planning process, helps you answer questions like, "When can I retire?" and "Am I invested appropriately?" We will work together to understand where you are now and where you want to go, then plan and make decisions that will help you take care of the people you love, enjoy the activities that are important to you, and contribute to the causes you care about.

When you choose to work with our team we say "Welcome to the Cornerstone Family." It’s our commitment to treat you like family, to think of you first in every decision we make, and to continue to raise the bar on the service and value we provide. We understand the tremendous responsiibility that comes with your trust. "Welcome to the Family” is our promise to provide personal service to YOU and YOUR FAMILY as we begin what will likely be a life-long relationship.


Sioux Falls office Moving Mid-October

Sioux Falls office Moving Mid-October

The Sioux Falls office move into our new building at 7408 S. Bitterrot Place has been pushed back to Mid-October. A virtual tour of the building is in-the-works.

Watch for details!


Learn more

Don't Let Emotion Override Reason

Nobody likes market volatility, and you might be tempted to make changes in your investment plan. While we can't control what happens in Washington or on Wall Street, we can control how we prepare for and respond to the resulting gyrations. 


Visit our Market Volatility Page

Don't Let Emotion Override Reason

When South Dakota announced the state’s first confirmed cases of COVID-19, life as we know it changed in some way for most of us. I am grateful that Cornerstone’s technology and infrastructure allowed us to quickly pivot and continue to serve clients and conduct business as usual while working remotely. Not everyone has been that fortunate. 


Read the Article


Investment Committee Recap

Investment Committee Recap

A recap of Cornerstone's 8/7/20 Investment Committee meeting. During these quarterly meetings we analyze current economic themes, portfolio construction, our investment strategy and procees, and more.


Watch the Video



Request a Complimentary Consultation With One Of Our Advisors

If you have questions about your individual situation, please don’t hesitate to contact us at 605-357-8553 or via email.


Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Federal Income Tax

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Rightsizing for Retirement

What does your home really cost?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos arrow