For over 25 years, Cornerstone Financial Strategies has been dedicated to helping families navigate both the opportunities and uncertainties that come with financial planning. Founded in 1999, our practice was built on the belief that true financial security requires more than just investments—it requires proactive planning that anticipates life’s uncertainties. That belief led to the development of our 6 Big Risks™ financial planning approach, ensuring that clients like you have a strategy designed to protect what matters most and build a future aligned with your values.
As our clients’ needs grew, so did our commitment to providing continuity, managing risk, and evolving with you. Over the years, we’ve expanded our professional group to better serve our growing client community. Today, our ensemble team proudly serves over 700 families, maintaining the same values-driven approach that has guided us from the start. We strive to bring creative design ideas in the areas of wealth management, risk management, estate, gift, and tax planning strategies. As we coordinate with our team of advisors, we act as a catalyst to get the things that matter to you accomplished.
The past 25 years have brought profound changes in the markets, economy, and world, and the next 25 will bring new challenges and opportunities. Our goal is freeing you to focus on what truly matters - your family, your passions, and the life you’ve worked hard to build. Live Your Ideal Life!