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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.


Business Workshop

Business Workshop

A workshop for entrepreneurs and management teams ready to permanently solve problems around personnel, profit, or growth.

Learn simple concepts and practical tools people in all industries use to become more profitable.

These 90-minutes and The Entrepreneurial Operating System® (a.k.a. Traction) could change the way you work.

Learn more
Choose to be Informed

Choose to be Informed

Timely, relevant information that can help you make better financial decisions.

Visit our INSIGHTS page or download our most recent newsletter.

Download the Newsletter
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
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).

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Retirees and Pre-Retirees

Retirees and Pre-Retirees

You work hard, save, and plan so you can enjoy retirement and take care of the people you love. You deserve one-on-one attention and guidance to help you plan for the long-term

Learn more
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

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

Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

 

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

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

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Rightsizing for Retirement

What does your home really cost?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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