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Our Process

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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 and issues that our clients face.

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Let Us Take You Through Our Process

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