How we work

Our Vision and Our Mission

Our Vision

Cornerstone Financial Strategies focuses on serving our ideal-client community with comprehensive financial-planning and outstanding advice.

We define our “Ideal Client-Community” as being:

Passionate about their goals

Ready to hear the facts

Willing to accept guidance

Comfortable with paying a fee

We define financial planning as holistic, integrated plan development, risk mitigation, asset management and legacy solutions.

Our Mission

To provide guided self-discovery for individuals, families and business owners, in order to gain clarity about their values and goals, helping them pursue and maintain financial independence over multiple generations.

We assist this effort by:

Bringing creative strategies in the areas of retirement, wealth management, estate, gift and legacy planning.

Working with the client’s other outside professionals including their CPA and attorney.

Acting as catalyst and advocate to get things done.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Charitable Giving
  • Small Business
  • Social Security Retirement Benefits

Our videos

4 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals