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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
One way to find money is to examine your current spending habits and eliminate money wasters.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Four vacation destinations you might never have thought of.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.