Who We Serve
From our offices in Sioux Falls and Huron, South Dakota, the team at Cornerstone works with hardworking individuals from the Midwest and around the country to provide comprehensive financial planning for building, managing, preserving and transferring 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 would like to make more informed decisions about their financial plan?
We are pleased to offer a complimentary, no-obligation Retirement Readiness Review to help your friends and family gain a firm understanding of their current position.
Cornerstone's 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.
If you have a friend or family member who would like a review of their financial plan we would be honored to meet with them. If they are important to you, they are important to us!
Contact Shelli with your friend's name and phone number, 605-357-8553 ext. 206 or firstname.lastname@example.org.