We are experienced financial advisors in Columbia, SC, ready to help you create a plan to work toward financial success while you focus on life's other priorities. When you work with The Templeton Group at Cornerstone Financial Management, we will take the time to have real conversations about your current financial situation, your values, your career, and your family to help you work toward your financial goals.
Robert Templeton is part of the SmartVestor program, a network of qualified investing professionals. As a professional in the SmartVestor program, you can have greater confidence in our ability to assist you with retirement planning, college savings and other investments. As dedicated financial advisors, we are here to build long-lasting relationships with our clients.
Robert Templeton is part of the SmartVestor program, a network of qualified investing professionals. As a professional in the SmartVestor program, you can have greater confidence in our ability to assist you with retirement planning, college savings and other investments. As dedicated financial advisors, we are here to build long-lasting relationships with our clients.
Services
CornerStone Financial was formed in 2014 as a means to provide independent advice to families, individuals, and businesses throughout the midlands of South Carolina, the state of South Carolina, and beyond. The Templeton Group consists of Wealth Management Advisors Robert Templeton and Ryan Templeton.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Robert Templeton began his career in financial services in 1995. As his career has evolved, Robert developed strategies for his clients that are the foundation for his practice today. He continually seeks to increase his skill set for the betterment of his clients, and is certified as a Certified Kingdom Advisor (CKA).
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through LPL Financial, Member FINRA/SIPC.
Fully understanding a person's financial needs is a process we feel is not always addressed well by completing an on-line form. These "fill in the blanks" systems do help provide a guidance; however, it is human interaction which helps shed the right light on a situation.
When it comes to matters of your investments and planning for your future, having a professional who has taken the time to get to know you, may offer questions and thoughts no on-line questionnaire could possibly address.We encourage our first step to be a direct meeting, in person if possible. The initial meeting gives us a chance to connect with you.
When it comes to matters of your investments and planning for your future, having a professional who has taken the time to get to know you, may offer questions and thoughts no on-line questionnaire could possibly address.We encourage our first step to be a direct meeting, in person if possible. The initial meeting gives us a chance to connect with you.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
