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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 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.


Free Paper Shredding

Free Paper Shredding

Monday - Thursday, 8 a.m. - 5 p.m.

Paper only - staples and paper clips are OK.

Bins will be near the front entrance. If you need to make contact with team members please wear a mask.

Not sure what to keep and what to toss? Download a Record Retention Guide.

Learn more

As of October 16th our Sioux Falls team has a new home!

On November 11th at 6:30pm we'll premiere a Virtual Tour of the new office on our Facebook page

Designed around you - Read more about the new office.


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

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

The Great Debate Continues: Active vs. Passive

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

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Historical Inflation

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

Should I Pay Off Debt or Invest?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

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

Self-Employed Retirement Plans

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

When Do You Need a Will?

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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