Welcome to the Cornerstone Family
You work hard, save, and plan so you can take care of the people you love and enjoy retirement. You want a personalized, realistic plan you can feel confident about, no matter what is happening in the markets or economy.
When you choose to work with our team we say "Welcome to the Cornerstone Family." It’s our commitment to think of YOU and YOUR FAMILY first in every decision we make. Welcome to the Family is our promise to treat you like family, and to continue to raise the bar on the service and value you can expect throughout what we hope will be our lifelong relationship.
The Cornerstone ExperienceTM
The financial industry is full of catchy phrases like retirement success. The truth is, that may look different for you than it does for your neighbor. And, it's almost certainly going to look different than it did for your parents. What you imagine for retirement - and your plan to get there - is as unique as you are.
Through The Cornerstone ExperienceTM, we'll work together step-by-step to help you:
• Determine what you hope for in retirement.
• Understand how your portfolio is truly performing.
• Identify and consider changes that could optimize your investments.
• Build a healthy plan to manage life changes.
• Take advantage of potential tax savings.
Tax Reform Webinar
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
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 to compare advisors or evaluate the services and value you get from an advisor you already work with.
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Tax Law Changes
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.
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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 build a financial plan to support your retirement vision so there are no surprises when it's your turn.
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Helpful Content
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
View all calculators
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.