We know how easily money can distract you from the things in life that are truly important. For more than 30 years we have helped our clients gain clarity in their money life enabling them to focus on what really matters. What do you value most? What are your concerns? Based on your answers, we'll partner with you to help you get where you want to go and help you create a money life based on what matters most to you.
At Cornerstone, you'll have a team of advisors who monitor your progress toward your money goals. If your goals change, or if new concerns arise, we'll help you adjust your plan. As we continue our relationship, it is our desire to help you spend less time worrying about the uncertainty of what's ahead and more time enjoying the things in life that matter most to you.
At Cornerstone, you'll have a team of advisors who monitor your progress toward your money goals. If your goals change, or if new concerns arise, we'll help you adjust your plan. As we continue our relationship, it is our desire to help you spend less time worrying about the uncertainty of what's ahead and more time enjoying the things in life that matter most to you.
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From across the table, she looked intently into his eyes and said with as much enthusiasm as she could muster, "I'm with you." Those were the words that freed our founder, Floyd, to start a company focused on helping people create real wealth, not merely monetary wealth - because money, by itself, does not create contentment.
Brett joined the team at Cornerstone in December of 2008. He graduated from Campbell University with a degree in Business Administration and a minor in Marketing. Brett is a former PGA member and has worked at several private country. Kelsey has been with Cornerstone since April of 2004. She graduated from North Carolina State University with a B.A. degree in Communication with a concentration in Public and Interpersonal Communication.
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