Helping Clients Make Good Decisions With Their Money Since 1962
At Cornerstone Financial Advisors we have been helping people achieve their financial goals for over 30 years. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations? Here are three tips.