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Simplifying the Complex Tailored To You Comprehensive Financial Planning

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               Welcome to the Cornerstone Family

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.


Sioux Falls Office Moving Mid-October

The Sioux Falls office move has been pushed back to Mid-October. 

Hear about the new building and the virtual tour we're planning:  


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.


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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

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Tax Freedom Day

Tax Freedom Day

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

 

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

My Retirement Savings

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Inflation and Your Portfolio

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cost of Procrastination

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Safeguard Your Digital Estate

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

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