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 News

Life Insurance for Funding College, versus?? By Gary Case, CFP®

Some insurers are seeing an increasing number of families are using life insurance policies to save for college. There are pros and cons to this strategy which should be considered.

Policies can insure the life of a parent or the child. According to a recent study by Sallie Mae, the nation’s largest private student loan lender 19% of parents plan to tap life insurance to help pay for college and 12% of families have purchased a policy insuring their child for the same....read more

A Seminar Review

DId you miss one of our seminars or want to reviuew the information presented? You can review the presentation be clicking below.

Retirement Income Seminar Notes

Investing Seminar Notes

Financial Planning Seminar

Tax Prep Seminar Notes

We offer free seminars to meet the needs our our clients, to review common questions and solutions to the tax, retirement, and investment challenges you may face. Watch for our next invitation, and join us!

 

 

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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.