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.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
How to help determine life insurance needs to provide for your family after you pass away.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A letter of instructions provides additional and more personal information regarding your estate.
When to start? Should I continue to work? How can I maximize my benefit?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
What is your plan for health care during retirement?
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Are Real Estate Investment Trusts right for your portfolio?
A special needs trust helps care for a special needs child when you’re gone.