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Simplifying the Complex Tailored To You Comprehensive Financial Planning



You’ve worked hard, saved, and planned. You’re ready to dream big and make an impact

in your life, in the lives of those you love, and in the legacy you leave behind.

Welcome to the Cornerstone Community


When your life and wealth are built on a Cornerstone, you don't have to settle. Through The Cornerstone Experience®, we'll work together, step-by-step, to help you figure out what’s possible and build a plan around living the life you've imagined.


Investment Committee - Quarterly Meeting Recap

Investment Committee - Quarterly Meeting Recap

The markets are expected to remain volatile and we know that can be unnerving. Find out what our advisors are watching and any planned changes to our investment strategy.

Meeting Recap


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Insights Newsletter - May 2022

Insights Newsletter - May 2022

Staying up-to-date can help you make smart decisions about your finances. Download the newsletter or visit the Insights page for information on retirement planning, perspectives on the market, and resources to help you make informed decisions. 

Insights


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Client Shredding

Client Shredding

Shred bins will be located near the front entrances of both offices. No RSVP is required.

  • Paper documents only please. It is OK to leave paper clips and staples intact.
  • Please no binder clips, 3-ring binders, or electronic media.
  • Feel free to leave your documents in boxes, paper bags, or even plastic bags.


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Tax Report - March 2022

Tax Report - March 2022

Keeping your tax liability to a minimum is an essential part of maintaining your Cornerstone financial plan. Download the Tax Report or visit our Tax Planning page.

Tax Planning


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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 develop a clear vision for the future and build a cornerstone plan to help you get there. 

Learn more


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, compare advisors, and evaluate the value you get from an advisor you already work with.

Download the Guide


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Women and Financial Planning

Women and Financial Planning

Financial planning is more than saving for retirement. The cornerstone of any financial plan has to be YOUR goals and the impact you want to make. Work with a financial professional who understands YOU.


Visit our Women and Financial Planning page


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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

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 Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Red Flags for Tax Auditors

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

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

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

Inflation & Retirement

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Historical Inflation

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

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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 Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Jane Bond: Infiltrating the Market

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

Inflation and Your Portfolio

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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