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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Do Your Kids Know The Value of a Silver Spoon
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Bonds may outperform stocks one year only to have stocks rebound the next.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Buy/sell agreements are designed a business against the death of a principal or key employee.
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.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all of your choices when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Recent changes in estate tax laws could affect the strategy you have in place.
Why are 401(k) plans, annuities, and IRAs so popular?
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.