As a true family practice, the Cornerstone team avoids the cutthroat environment common at some other financial services firms. Working together, they approach each challenge with a blend of backgrounds and with the perspectives of professionals of different ages. Clients also enjoy the assurance that the trusted Cornerstone name will continue to serve them and their heirs in the decades ahead.
Extreme client loyalty, spanning nearly six and a half decades, attest to the success of Cornerstone's approach. New growth has always been driven by referrals. This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan. This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Extreme client loyalty, spanning nearly six and a half decades, attest to the success of Cornerstone's approach. New growth has always been driven by referrals. This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan. This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Services
Cornerstone Financial Services is a business of relationships built on integrity, competency, personalized service, and longevity within the business world. We passionately believe trust is the most important ingredient in the client / planner relationship, and we work tirelessly to establish and protect that trust with our clientele.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Regulation Best Interest (Reg BI) establishes a "best interest" standard of conduct for broker-dealers and financial professionals when they make a recommendation to a client of any securities transaction or investment strategy involving securities, including recommendations of types of accounts. As part of Reg BI, a new rule also requires broker-dealers and financial professionals to provide additional disclosure forms for certain transactions.
Ed Slott and Company is a leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country. They neither sell nor endorse any financial product. Members of Ed Slott's IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis.
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