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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.


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 Reform Webinar

Tax Reform Webinar

Understanding and responding quickly to this year’s tax law changes could be critical to your financial plan! Learn what you need to know from nationally-recognized tax professional Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA. https://bit.ly/MyCFSTaxWebinar

Learn More and Register


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


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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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


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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 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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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


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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

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Impact of Taxes and Inflation

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

When Do You Need a Will?

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Fruitful Retirement: Social Security Benefit

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

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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