You've built your life. Let us help build your legacy.
When you’ve spent your life saving for the future, you want to be sure your future is in good hands. You want someone who knows where you’ve been and where you want to go. You’ve laid the foundation, now let Cornerstone Financial help you craft a legacy you can be proud of.
WATCH OUR 30-SECOND OVERVIEW
Service and Operational Updates During COVID-19
(Last updated 6/26/20) We know that the last few months have been difficult for nearly everyone on some level and we are all anxious to return to “normal”. For some of you the pandemic has been an inconvenience. Some of you though, have experienced devastating personal losses.
So, while we are pleased to see the number of positive coronavirus (COVID-19) cases decline and businesses starting to reopen, we are mindful of the many high-risk clients we serve. Out of an abundance of care for our clients and team, we prefer to continue meeting via Zoom for the near future.
You have likely heard us say that we can put together a wonderful retirement plan, but it’s all for naught if you don’t have good health to enjoy it.
Read the letter we sent to clients.
While the coronavirus (COVID-19) has made Zoom a household name, there may be many reasons to choose a virtual meeting. Whether you head South for the winter, are keeping your distance due to cold and flu season, or are staying home because of winter conditions, Zoom is a great option for keeping connected with your advisor.
Learn more about Raymond James' security measures regarding Zoom meetings.
Connect with an Advisor
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
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How Income Taxes Work
A quick look at how federal income taxes work.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
View all articles 
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Rightsizing for Retirement
What does your home really cost?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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