we work for you!
Our goal is to help you gain the
greatest possible clarity with respect to your
financial plan. We listen to you to understand
what’s important to you. Using a common
sense approach, we work together with you to identify
and implement innovative solutions that bring
your financial plan into harmony with your values
and goals. We work hard to assemble and coordinate
the best possible team of advisors to assist you
in optimizing your unique circumstances. We act
as a catalyst to move from theory to practice
in executing your plan and further assist you
by consistently managing the results of our solutions,
providing you with the confidence to move beyond
Our proprietary wealth management system combines
state-of-the-art investment management with comprehensive
financial planning that includes an articulated
risk management and asset protection philosophy,
income and debt management, tax reduction, and
estate preservation and transfer techniques. By
integrating your plan, we strive to minimize unintended
consequences that often occur when decisions and
actions are made in isolation from one another.
Our goal is to be your life-long trusted advisor,
providing a meaningful improvement in the quality
of your life as a result of our planning efforts.
We measure our effectiveness by your satisfaction
New IRA and Retiement
A summary of five recent changes
in the way individuals will save, transfer,
and pass on retirement assets...
We offer free workshops to meet
the needs our our clients, to review common
questions and solutions to the tax, retirement,
and investment challenges you may face.
NEXT WORKSHOP: May 12, 2015
Topic: Social Security Planning
Workshops will be held at the
offices of Cornerstone Financial Planning on
the above dates. Two sessions are available
for each workshop: 3pm and 6pm.
Please mark your calendar and
invite your friends and acquaintances. Please
call our office at 466-1971 with questions or
to reserve your seat.
Previous Seminar Notes:
Income Seminar Notes
Prep Seminar Notes
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