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.

 

Future Workshops

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. Here are the upcoming scheduled workshops:

November 13, 2014:
Retirement Income Planning

January 13, 2015:
Investment Themes-2015

February 10, 2015:
Beneficiary/Trustee/Personal Rep

May 12, 2015:
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:

Retirement Income Seminar Notes
(Retirement Income Booklet)

Investing Seminar Notes

Financial Planning Seminar

Tax Prep Seminar Notes

 

 

 

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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.