Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room. Understanding the economy's cycles can help put current business conditions in better perspective. Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Determine your potential long-term care needs and how long your current assets might last. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. How does your ideal retirement differ from reality, and what can we do to better align the two? A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Determine your potential long-term care needs and how long your current assets might last. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. How does your ideal retirement differ from reality, and what can we do to better align the two? A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Services
Cornerstone Financial Services, LLC.was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and provide financial independence.
We utilize a 4 phase process in developing long-term productive relationships with our Clients. During this initial meeting we get to know one another. Our conversation will focus on gaining an understanding of your values, planning objectives, resources. The next criteria are your planning objectives - whether these objectives are reasonable and congruent with our core philosophy.
Identification of proactive strategy options intended to help Clients reduce the time, effort, aggravation & expense (taxes, fees and administrative costs) associated with wealth transfer to heirs, beneficiaries and causes.
Through this unique process, we assist Clients identify and prioritize their retirement goals; identify options for addressing the income (cash flow) needs and assist our Client's in selecting the option(s) to help them pursue their goals.
Through this unique process, we assist Clients identify and prioritize their retirement goals; identify options for addressing the income (cash flow) needs and assist our Client's in selecting the option(s) to help them pursue their goals.
Lee manages the Cornerstone office and works with Cornerstone's clients to define their investment goals and objectives; develop, implement and manage strategies to work towards those goals and objectives. Lee established Cornerstone Financial when he joined LPL Financial in 2006. Prior to Cornerstone, Lee worked for Edward Jones Investments where he established and managed a local branch office.
Our planning-centered practice focuses on the retirement income needs - current and future - of our clients. Through a structured yet personalized process, we assist each client prioritize their goals then design and implement customized solutions focused on helping each client to pursue their goals.
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