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Simplifying the Complex Tailored To You Comprehensive Financial Planning





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 Law Changes

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. 

Tax Planning Resources


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

Learn more


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Women and Financial Planning

Women and Financial Planning

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.


Visit our Women and Financial Planning page


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

Download the Guide


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Forbes Best-in-State Wealth Advisors 2021

Forbes Best-in-State Wealth Advisors 2021

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.”

Read the Award Criteria
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



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Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Retirement Seen Through Your Eyes

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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

What does your home really cost?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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