Our Services

 

At Cornerstone Financial Strategies, LLC we offer independent financial planning and advice in the following key areas: investment planning, risk management, college funding, retirement planning, and estate conservation. 

Attaining true wealth is not just striving for more material possessions. It's being able to support and protect the values that are important to you. Today, you can stay true to beliefs and values you hold dear. 

 

  We Offer The Following  Services:

  • Financial Planning and consulting for Individuals, Families and  Small Businesses
  • Annual Review Meetings to monitor your plan and make adjustments, if needed
  • Special Review Meetings any time life changes dictate a review is needed
  • Investments (Mutual Funds, Annuities, Stocks, Bonds, Partnerships, REITS, etc.)
  • Insurance Services (Life, Health, Disability, Long Term Care, Business, etc.)
  • Estate Planning
  • Tax Planning and Strategies
  • Small Business Retirement Plans
  • Coordination with your other advisors (CPA, Attorney, Tax Preparer)
  • Free Seminars for Financial Security
  • On Call Status (call any time you have questions about financial matters)