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.
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Clients look to the financial professionals at Cornerstone to help them reach goals - not pick stocks.
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.
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.
Connect with an Advisor
If you have questions about your individual situation, please don’t hesitate to contact us at 605-357-8553 or via email.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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