Who We Serve
You work hard, save, and plan so you can enjoy retirement and take care of the people you love. You want to know where you stand - without the financial jargon - and you want to hear it from someone you can trust.
Working out of offices in Sioux Falls and Huron, South Dakota, we build life-long relationships with hardworking people from around the country, helping families build, manage, preserve, and transfer wealth.
- Are passionate about reaching their goals and understand that achieving them typically takes both money and planning.
- Are willing to allow our financial advisors into their lives on an intimate level, giving them the access necessary to craft a truly tailored wealth plan.
- Enjoy the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a trusted advisor.
- Delegate and collaborate with our financial advisors to handle all of their financial affairs.
Introduce a friend to the professionals at Cornerstone
Do you know someone who could benefit from our services?
As people struggle with uncertainty, we are honored to be your trusted advisor to help guide you through the volatile financial markets. If you have a friend who is not quite sure what to do, or if you talk to someone who hasn’t been contacted by their financial advisor recently, we would be honored if you would introduce us.
We promise not to flood them with phone calls, we will simply let them know you asked us to contact them. You can:
Add a name to our mailing list
Invite a guest to a workshop or webinar
Encourage your contact to schedule a consultation
Through our multi-step financial-planning process, The Cornerstone ExperienceTM, our Wealth Advisors will conduct an unbiased analysis and provide information on comprehensive planning. We will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs.
Contact Shelli with your friend's name and contact information, 605-357-8553 ext. 206 or firstname.lastname@example.org.