Individual Services
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Cornerstone Financial Advisors offers a full range of financial planning, investment and insurance services. We work with each client in a unique way based on their needs, preferences and best interests.
Call Today To Schedule An Appointment!
208-529-6643
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Wealth Management
Portfolio Design & Asset Allocation
Investment Analysis & Management
Lump Sum Distributions
401(k) Allocations & Rollovers
College Funding

Financial Planning
Retirement Planning
Financial Planning
Tax-Efficient Investment Planning
Income Tax Planning
Risk Management & Cash Flow Planning
Estate Planning Fundamentals
Tax Services

Insurance
Life Insurance
Health Insurance
Long-Term Care Insurance
Disability Insurance

Tax Services
Tax Planning Services
Charitable & Philanthropic Giving
Accounting Services
Payroll & Bookkeeping Services
Tax Return Preparation Filing

Estate Planning
Estate Planning
Asset Titling
Trustee Selection
Distribution of Estate
Liquidation of Estate
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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:
1.) Managing Income so it will continue throughout the client's lifetime
2.) Transferring assets to heirs correctly and efficiently in the event of a death
3.) Minimizing income tax, estate tax, capital gains tax, etc.
4.) Managing risk and protecting assets
5.) Funding college and other expenses