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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

Insuring Your Second Home

Insuring Your Second Home

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

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

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

 

How to Make Smart Debt Decisions

Making smarter decisions about debt can help you reduce stress.

Infographic: Financial Wellness at Every Decade

Sometimes navigating your finances can feel like swimming against the tide, but with some financial wellness goals to keep you afloat, you can keep swimming until you reach calmer waters.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Ideas to Redirect Your Spending Fast

In her virtual manifesto on the spending fast, “My Year of No Shopping,” author Ann Patchett discovered that, “The unspoken question of shopping is ‘What do I need?’ What I needed was less.”

Savings and Cash Flow

Savings is a critical tool to ensure positive cash flow in your personal finances.

Problems with Probate

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

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Impact of Taxes and Inflation

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

A Fruitful Retirement: Social Security Benefit

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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