At Cornerstone Financial Advisors we have been helping people pursue their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning.
We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability.Cornerstone Financial Advisors has been providing businesses of any size and their employees with financial planning support and resources for many years.
We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability.Cornerstone Financial Advisors has been providing businesses of any size and their employees with financial planning support and resources for many years.
Services
In 1962, Parke Josephson began selling Life and Health Insurance with Prudential Life Insurance. For 20 years Parke serviced clients in the Eastern Idaho area with insurance, ensuring that his clients were taken care of, both short term and long term. In 1982 Parke's son Darren, joined with him, and soon took over the practice.
It takes talent and determination to turn a small idea into a big one. You work hard to grow and thrive everyday. We at Cornerstone Financial Advisors work hard to make sure you are guided in protecting your financial future, for you and your business. We want you to succeed and protect your assets.
Financial Planning is an ongoing process for you to make sensible decisions about money that can help you work towards your goals in life. Financial planning does not only consist of investing or purchasing products, but it is a process that gives you the opportunity to work with one of our knowledgeable advisors in reviewing your financial situation, laying out a timeline of goals, and making a plan that will allow you to pursue those goals.
Retirement Planning is an important step in an individual's life. Hard work and long hours throughout your life should pay off. We help you plan for retirement and create a plan for the milestones in your life leading up to, and during, your retirement. We consider your financial situation and work with you to determine long term goals.
Managing one's wealth is a relationship that consists of trust and confidence. When it comes to investment management we believe one size doesn't fit all. Our unique process allows us to use the tools necessary to establish a plan specific to your financial goals. Our trusted advisors use unique tools to create a program specific to you.
Reviews (5)
Keyan Bird
Jun 25, 2021
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Tony Bock
Mar 05, 2021
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This company is professional. I had some questions regarding my business. I made an appointment and met with Matt Porter. Matt not only answered my questions with ease, he explained the answers that it was easy for me to understand. He was very thorough and made sure that I was happy with what we discussed. I plan on working with Cornerstone Financial for as long as I own my business. I highly recommend this company to anyone who needs some help with financial services.
Blayre Thiel
Sep 10, 2020
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Lacie Rich
Jan 29, 2015
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Josh Aikele
Jan 18, 2015
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Cornerstone has exactly the approach that I want in financial help. They educate me on how to make good decisions and then let me make the decisions. In the several years I have worked with them, they have never been pushy. Office staff is friendly and helpful. Real professionals. I recommend them to everyone I can.
