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.
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.