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Simplifying the Complex Tailored To You Comprehensive Financial Planning



You’ve worked hard, saved, and planned. You’re ready to dream big and make an impact

in your life, in the lives of those you love, and in the legacy you leave behind.

Welcome to the Cornerstone Community


When your life and wealth are built on a Cornerstone, you don't have to settle. Through The Cornerstone Experience®, we'll work together, step-by-step, to help you figure out what’s possible and build a plan around living the life you've imagined.


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 develop a clear vision for the future and build a cornerstone plan to help you get there. 

Learn more


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, compare advisors, and evaluate the value you get from an advisor you already work with.

Download the Guide


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Women and Financial Planning

Women and Financial Planning

Financial planning is more than saving for retirement. The cornerstone of any financial plan has to be YOUR goals and the impact you want to make. Work with a financial professional who understands YOU.


Visit our Women and Financial Planning page


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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



Helpful Content

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Pay Off Debt or Invest?

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

A Bucket Plan to Go with Your Bucket List

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

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