Team profile

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

Awards & recognition

  • JB Wilson, Forbes Best-in-State Next-Generation Wealth Advisors, 2022
  • Brad Berger, Five Star Wealth Manager, 2023