Individual Services _________________________________________________________________________ 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 _________________________________________________________________________ Wealth Management Portfolio Design & Asset AllocationInvestment Analysis & ManagementLump Sum Distributions401(k) Allocations & RolloversCollege Funding Financial Planning Retirement PlanningFinancial PlanningTax-Efficient Investment PlanningIncome Tax PlanningRisk Management & Cash Flow PlanningEstate Planning FundamentalsTax Services Insurance Life InsuranceHealth InsuranceLong-Term Care InsuranceDisability Insurance Tax Services Tax Planning ServicesCharitable & Philanthropic GivingAccounting ServicesPayroll & Bookkeeping ServicesTax Return Preparation Filing Learn more Estate Planning Estate PlanningAsset TitlingTrustee SelectionDistribution of EstateLiquidation of Estate Learn more _________________________________________________________________________ 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 lifetime2.) Transferring assets to heirs correctly and efficiently in the event of a death3.) Minimizing income tax, estate tax, capital gains tax, etc.4.) Managing risk and protecting assets5.) Funding college and other expenses _________________________________________________________________________ The Cornerstone Planning Process Centers Around Providing Solutions to the Most Difficult Financial Decisions & Issues That Our Clients Face. _________________________________________________________________________ Let's Get Started Today! What Questions Do You Have? Name Email Address Phone Question Thank you! Oops!