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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Financial Planning is About More Than Just Money!

We believe financial planning is a lot like owning a sports team. If there’s no one coordinating the team members, they will do what they do best individually, but lose as a team. Why? No one knows what the other’s game plan is.

At Cornerstone Financial Strategies, we understand people try to hire the best professionals (attorney, CPA, financial advisor, etc.) at what they do; but often fail to have them communicate as one team with the same goal—your desires and values. This is why at Cornerstone Financial Strategies, we offer values-based (what’s most important to you), comprehensive (corralling all the pieces of the puzzle) financial planning. Since we believe money is not the most important thing in life, we focus on your custom, personalized strategies that will take into consideration your most important goals aligned with your most deeply held values.

All this with Cornerstone Financial Strategies’ unprecedented level of service!

Find out how you too may start living your ideal life!

Our Value Proposition

We seek to help you develop a plan so that you can live your “Ideal Life” by facilitating a process that:

Aligns your financial choices with your most important goals and your most deeply held values.

Gets your financial goals in order.

Gives you more confidence that no matter what happens in the markets, the economy, or the world, you can stay on track toward your goals.

Frees up mental and physical space, and time so you can focus on the things in your life which are more important than money.

Our videos

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The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)