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Simplifying the Complex Tailored To You Comprehensive Financial Planning

You've built your life. Let us help build your legacy.

When you’ve spent your life saving for the future, you want to be sure your future is in good hands. You want someone who knows where you’ve been and where you want to go. You’ve laid the foundation, now let Cornerstone Financial help you craft a legacy you can be proud of. 


All webinars begin at 4:30 p.m.

Clients look to the financial professionals at Cornerstone to help them reach goals - not pick stocks.

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Sioux Falls office moving mid-September

We're on track for September move into our new building at 7408 S. Bitterrot Place, Sioux Falls.

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Even if you aren't a client - if you have questions about your retirement plan we'd like to help.

Have You Heard From Your Advisor?

Service and Operational Updates During COVID-19

(Last updated 6/26/20) We know that the last few months have been difficult for nearly everyone on some level and we are all anxious to return to “normal”. For some of you the pandemic has been an inconvenience. Some of you though, have experienced devastating personal losses.

So, while we are pleased to see the number of positive coronavirus (COVID-19) cases decline and businesses starting to reopen, we are mindful of the many high-risk clients we serve. Out of an abundance of care for our clients and team, we prefer to continue meeting via Zoom for the near future.

You have likely heard us say that we can put together a wonderful retirement plan, but it’s all for naught if you don’t have good health to enjoy it.

Read the letter we sent to clients.

While the coronavirus (COVID-19) has made Zoom a household name, there may be many reasons to choose a virtual meeting. Whether you head South for the winter, are keeping your distance due to cold and flu season, or are staying home because of winter conditions, Zoom is a great option for keeping connected with your advisor.

Learn more about Raymond James' security measures regarding Zoom meetings.

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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.

Helpful Content

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The Rule of 72

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Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.


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Travel, Without the Baggage

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Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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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.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

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