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.
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.
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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Reasons to retain your coverage into your retirement years.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How long does a $20 bill last?
A collection of tips from professional travelers.
Here are five facts about Social Security that are important to keep in mind.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here is a quick history of the Federal Reserve and an overview of what it does.