218 12th Avenue Rd.
Nampa, ID 83686
Office: (208) 466-1971

Gary Case, CFP, experienced financial planner

Gary D. Case, CFP®




Welcome to Cornerstone
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How 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 financial independence.

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 and success.


Economic Update

The September interest rate hike Wall Street had long anticipated did not occur, as the Federal Open Market Committee voted 9-1 against raising the federal funds rate Thursday. In their September 17 policy statement, Federal Reserve officials noted that recent “global economic and financial developments” had “somewhat” impeded the U.S. economy and reduced inflation pressures, lessening the need to tighten. The central bank’s latest dot-plot chart projected the benchmark interest rate at 0.40% by the end of 2015 – hinting that an upward move might come as early as October. ...read more

New IRA and Retiement Rules!

A summary of five recent changes in the way individuals will save, transfer, and pass on retirement assets...
...read more

Previous Seminar Notes:

Retirement Income Seminar Notes
(Retirement Income Booklet)

Investing Seminar Notes

Financial Planning Seminar

Tax Prep Seminar Notes




Financial Planning in Boise, Meridian, Nampa, Eagle, Star: Treasure valley, Wood River Valley, and more!

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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Cornerstone Financial Planning are not affiliated.