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

FOCUS on Living Your Ideal Life

We believe wealth isn’t built by chance—it requires FOCUS. As experienced financial advisors, we help provide more clarity, organization, and strategy to your financial life— helping you align your important goals with your most deeply held values for you and your family legacy.

F.O.C.U.S.

• F - Facts: Sound financial decisions are built on knowledge and truth, not guesswork.

• O - Organization: Helping bring structure to your financial life so everything works together.

• C - Clarity: Helping you see the full picture and make more confident choices.

• U - Understanding: Helping align your financial plan with your values and what matters most.

• S - Strategy: Providing a personalized, well-structured roadmap for your future.

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Events

Economic Forum: Market & Economic Update

We are excited to invite you to our Quarterly Economic Forum. This forum will be held in person and hosted live via Microsoft Teams. Please see below for details regarding attendance and RSVP.

Economic Forum: Market & Economic Update

We are excited to invite you to our Quarterly Economic Forum set forOctober 21st at 5:30PM. This forum will be held in person at Fircrest Golf Cluband hosted live via Microsoft Teams. Please see below for details regardingattendance and RSVP. We will begin by presenting a Market & EconomicUpdate, presented by Bill Pickles, Financial Advisor -accompanied by ourfoundational question: “What is on your economic mind?” As our invited guest,we welcome you to extend this invitation to any family or friends that you feelwould benefit from getting to know us better.

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Financial planning is about more than just money

We believe financial planning is about more than just money; it’s about aligning your financial life with your deepest values and goals. Like a winning sports team, your CPA, attorney, and financial advisor should work together with a unified game plan. Without FOCUS, financial decisions can feel scattered, and opportunities may be lost. At Cornerstone Financial Strategies, we help bring order to your financial world, combining facts, clarity, and strategy to create a plan tailored to you. True success isn’t just about building wealth—it’s about living a life that reflects what matters most.

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