Cornerstone Financial Strategies - Tacoma, WA: Ameriprise

Cornerstone Financial Strategies: An Ameriprise advisory practice serving the Tacoma, WA area.

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About Ameriprise

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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!

All of us at Cornerstone Financial Strategies are excited to announce that our colleague, Brad Berger, was named a 2023 Five Star Wealth Manager!

This recognition is a testament to the loyalty of our clients, the dedication of the Cornerstone Financial Strategies team and the great experience we work so hard to provide for our clients every day.

18 videos

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Personal stories, personalized advice. Kelsey and Jenny’s story.

Personal stories, personalized advice. Kelsey and Jenny’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Jenny and Kelsey’s story and visit ameriprise.com/advisory-solutions to learn more advisory options.

(1:50)

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Personal stories, personalized advice. Sydney’s story.

Personal stories, personalized advice. Sydney’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Sydney’s story and visit ameriprise.com/advisory-solutions to learn more advisory options. (2:12)

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Personal stories, personalized advice. Linda and Gary’s story.

Personal stories, personalized advice. Linda and Gary’s story.

A diversified, professionally-managed investment advisory option might be a way to keep on track with your good intentions. Watch the video to learn more about Gary and Linda's story and visit ameriprise.com/advisory-solutions to learn more advisory options. (1:55)

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Why investors should consider this key ingredient

Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?

Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

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What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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Financial advice that builds confidence

Financial advice that builds confidence

Financial advice from an Ameriprise advisor can help you confidently navigate today and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

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Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

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Will my family be OK?

Will my family be OK?

When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:49)

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Advice to Help Reach Your Goals

Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

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Recommended by over 9 out of 10 clients

Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

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Personalized financial advice based on my goals

Personalized financial advice based on my goals

Every client deserves to feel like their financial advisor is focused on them and them alone. Our advisors put your needs first and provide customized advice to help you reach your goals. That’s why 97% of our clients say their advisor cares. (0:15)

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Exceptional Client Satisfaction

Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

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Advice worth talking about

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)

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Improving employee financial wellness can help your bottom line

Improving employee financial wellness can help your bottom line

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

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Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:15)

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

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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)