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Simplifying the Complex Tailored To You Comprehensive Financial Planning





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.

WATCH OUR 30-SECOND OVERVIEW

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

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. 

Tax Planning Resources


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 build a financial plan to support your retirement vision so there are no surprises when it's your turn.

Learn more


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Women and Financial Planning

Women and Financial Planning

Women live longer than men and can experience different challenges when saving for retirement. Work with a financial professional who understands YOU, and can help you design an approach to serve you well for years to come.


Visit our Women and Financial Planning page


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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 to compare advisors or evaluate the services and value you get from an advisor you already work with.

Download the Guide


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Forbes Best-in-State Wealth Advisors 2021

Forbes Best-in-State Wealth Advisors 2021

Gordon had the following to say, “No one achieves such a humbling honor alone. I couldn’t be more proud of our amazing, dedicated team who believes wholeheartedly in Cornerstone’s vision and mission of making a difference in our client’s lives.”

Read the Award Criteria
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



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