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Simplifying the Complex Tailored To You Comprehensive Financial Planning



Welcome to the Cornerstone Family

WATCH OUR 30-SECOND OVERVIEW

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 responsibility 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.


3 Secrets to a Happy Retirement Webinar

3 Secrets to a Happy Retirement Webinar

Almost every aspect of your life changes when you move out of the career phase of your life. Gain the tools to replace the non-financial benefits you enjoyed while working and re-design your life!

The webinar will be presented by two of the leading experts in the field of non-financial retirement lifestyle planning.


Register Here
Webinar Replay

Webinar Replay

Cornerstone's Wealth Advisors talk markets, proposed tax law changes, and what it all means to you. Watch the recording of our last Economic and Investment Update, and read notes from our last Investment Committee Meeting. 

Visit the Investment Management Page to Watch
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
Resources to Keep You In-the-Know

Resources to Keep You In-the-Know

Resources to help you make tax-smart decisions specific to your situation and integrate tax-efficient strategies with your total financial plan. 

Tax Planning Report and More
Federal Retirement Planning

Federal Retirement Planning

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

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

Learn More


Ready to get started?

Click here, call 605-357-8553 or email info@mycfsgroup.com to schedule your complimentary consultation.

Wealth Management System



Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The Cost of Procrastination

The Cost of Procrastination

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

To Buy or Not to Buy

To Buy or Not to Buy

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

 

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

A Look at Systematic Withdrawals

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

Historical Inflation

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

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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.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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