The Advisors at Cornerstone Financial
Investment Advisory Representative (IAR)
Like you, we understand investing is about more than just money.
At Cornerstone Financial, we view it as our primary responsibility and privilege to fully understand you and your unique situation. This enables us to provide guidance and solutions tailored specifically for you. Since 1990, we have helped our clients accomplish more and worry less by providing financial guidance based on what they believe matters most.
We are an independent financial advisory firm with a team of professionals that specialize in helping individuals with their unique financial needs. We offer personalized hands-on financial planning services in investments, retirement planning, estate planning, insurance, and more.
Over the years, we have learned that there is a lot of conflicting and confusing advice being given. Our goal is to help you sort through it all and navigate the complexities and uncertainties of life.
We strongly believe in the value of independence and objectivity. We have no proprietary investments or insurance products that we are obligated to recommend, but we do have access to an extensive variety of quality financial and insurance solutions. Our recommendations are based solely on your needs and desires. We work closely with our clients to evaluate those opportunities and position them to reap those rewards. Once we understand your risk tolerance, time horizon, and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal.
"I know the plans that I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you hope and a future." (NIV)