Welcome to the Cornerstone Family
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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 ExperienceTM, our 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.
Free Paper Shredding
Monday - Thursday, 8 a.m. - 5 p.m.
Paper only - staples and paper clips are OK.
Bins will be near the front entrance. If you need to make contact with team members please wear a mask.
Not sure what to keep and what to toss? Download a Record Retention Guide.
As of October 16th our Sioux Falls team has a new home!
On November 11th at 6:30pm we'll premiere a Virtual Tour of the new office on our Facebook page.
Designed around you - Read more about the new office.
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.
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.
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If you died, what would happen to your email archives, social profiles and online accounts?
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Agent Jane Bond is on the case, cracking the code on bonds.
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Smart investors take the time to separate emotion from fact.