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208-529-6643

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

Wealth Management

Portfolio Design & Asset Allocation

Investment Analysis & Management

Lump Sum Distributions

401(k) Allocations & Rollovers

College Funding


Financial Planning

Financial Planning

Retirement Planning

Financial Planning

Tax-Efficient Investment Planning

Income Tax Planning

Risk Management & Cash Flow Planning

Estate Planning Fundamentals

Tax Services

<strong>Insurance</strong>

Insurance

Life Insurance

Health Insurance

Long-Term Care Insurance

Disability Insurance

Tax Services

Tax Services

Tax Planning Services

Charitable & Philanthropic Giving

Accounting Services

Payroll & Bookkeeping Services

Tax Return Preparation Filing

Learn more
Estate Planning

Estate Planning

Estate Planning

Asset Titling

Trustee Selection

Distribution of Estate

Liquidation of Estate

Learn more

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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

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The Cornerstone Planning Process Centers Around Providing Solutions to the Most Difficult Financial Decisions & Issues That Our Clients Face.

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Let's Get Started Today! What Questions Do You Have?

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