Welcome to the Cornerstone Family

Understanding and responding quickly to this year’s tax law changes could be critical to your financial plan! Learn what you need to know from nationally-recognized tax professional Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA. https://bit.ly/MyCFSTaxWebinar

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 to compare advisors or evaluate the services and value you get from an advisor you already work with.

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.

We are carefully watching proposed tax law changes such as the elimination of the stepped-up basis, capital gains hike rate for filers with incomes above $1 million, and phase out of small business income deductions over $400,000. Visit our Tax Planning page to hear how the proposed changes could affect your tax strategies. 

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 build a financial plan to support your retirement vision so there are no surprises when it's your turn.

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.”

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).