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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.


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.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Women on the Rise

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

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Inflation & Retirement

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

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

Historical Inflation

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

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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.

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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Coaches

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

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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