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 and issues that our clients face. _________________________________________________________________________ Let Us Take You Through Our Process Name Email Address Phone Question Thank you! Oops!