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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!

Honored to receive industry recognition

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.

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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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)