Cornerstone Financial Strategies - Tacoma, WA: Ameriprise

Markets may shift – our support doesn’t.

We’re here to help during this period of market volatility and uncertainty.

See market volatility resources.

Team photo for Cornerstone Financial Strategies

Client Satisfaction 5.0 / 5 rating based on 43 reviews
See disclosures

Retirement plans

Discover retirement plan options based on your unique situation.
See your options
Envision your retirement

Retire to something, not from something. Explore how you’ll spend your time in retirement.
Take the quiz
What we do

We offer personalized financial advice based on your goals and provide an upfront overview of costs.
Get started

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.

Now Playing

Q2 outlook: Will market volatility continue?

Q2 outlook: Will market volatility continue?

With uncertainty on investors’ minds, Ameriprise’s panel of experts discuss recent influences on the markets and economy and where things may be headed. (9:17)

April 25, 2025

Magnificent 7: Too much of a good thing? April 21, 2025

Bulls vs. bears: Which will prevail? April 21, 2025

View more markets and economic insights

Events

Economic Forum: Market & Economic Update

JUL 17, 2025 / 5:00 PM - 6:30 PM

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.

View all events

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.

Connect with us on social!

Count on so much more

Count on so much more

At Ameriprise Financial we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust. For over 130 years, clients have counted on us to help them reach their financial goals in the short and long term. (0:30)

2025 market and economic outlook

2025 market and economic outlook

As the new year begins, Ameriprise Financial experts share key themes that may influence market and economic conditions in 2025.

(9:57)

Achieve so much more

Achieve so much more

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

RiverSource: Be confident in our strength

RiverSource: Be confident in our strength

Learn how we can help you live confidently, every day. Hear a message from our president.

(3:05)

Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)

Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

Our commitment to you

Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:31)

Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:27)

Two Minutes on Asset Allocation

Two Minutes on Asset Allocation

Help your clients understand the value of asset allocation and how it works. (2:13)

How to navigate market volatility

How to navigate market volatility

When the stock market fluctuates, it’s natural to feel uncertain about your investment decisions. Together, we can review your portfolio and discuss personalized recommendations that support your financial goals throughout all market cycles. (1:50)

Cornerstone Financial Strategies

Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

Cornerstone Financial Strategies

Working together, we can help you reach your financial goals.

Cornerstone Financial Strategies

Personalized goal-based advice to help you feel more confident about your financial future.