Cornerstone Wealth Management Group is a personal wealth management firm that focuses on comprehensive strategic wealth management for individuals. We provide independent, unbiased financial advice based on analysis and a clear understanding of your financial objectives. Our objective is to enhance your quality of life by helping to identify, prioritize, and accomplish your financial goals.
We act as your advocate in all areas of the wealth management process including helping you to identify your family's wealth objectives, assisting with the establishment and implementation of formal plans to achieve those objectives, and monitoring the accomplishment of those objectives.
We act as your advocate in all areas of the wealth management process including helping you to identify your family's wealth objectives, assisting with the establishment and implementation of formal plans to achieve those objectives, and monitoring the accomplishment of those objectives.
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Larry Kushner has achieved professional designations of Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) as awarded by the College for Financial Planning.
These designations identify individuals who have successfully completed the program addressing such topics as: investing for retirement, estate planning, investment strategies, risk management and investment issues for high net worth clients, income tax planning, protection planning and executive benefit planning.He holds a Series 7, 66, 24, and Series 51 license, as well as a Life, Accident and Health Insurance license.
These designations identify individuals who have successfully completed the program addressing such topics as: investing for retirement, estate planning, investment strategies, risk management and investment issues for high net worth clients, income tax planning, protection planning and executive benefit planning.He holds a Series 7, 66, 24, and Series 51 license, as well as a Life, Accident and Health Insurance license.
At Cornerstone Wealth Management Group, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Cornerstone Wealth Management Group comes in.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals are established, we will customize appropriate strategies to suit your vision and objectives. The foundation of every Cornerstone relationship is direct communication, the value of which cannot be overestimated.
We work with teachers that are starting off their careers as well as teachers that are close to transitioning to retirement. Financial planning for new teachers doesn't only involve knowing how to plan for retirement, but also how to maximize your benefits. Post-graduation debt can be overwhelming when you're working hard to build your future.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
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