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Our Process

We have created a strategic planning process that is specific to each client and their needs. We address the following items with each client: 

  • Managing Income so it will continue throughout the client's lifetime
  • Transferring assets to heirs correctly and efficiently in the event of a death
  • Minimizing income tax, estate tax, capital gains tax, etc.
  • Managing risk and protecting assets
  • Funding college and other expenses



The Cornerstone Planning Process centers around providing solutions to the most difficult financial decisions and issues that our clients face.