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. 

Wealth creation and preservation are our primary focus. Without proper planning and periodic monitoring, wealth    can be eroded by inflation, taxes, and the negative economic impacts of social, political, and natural events. 


  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, etc.)
  • Life Insurance Services
  • Estate Planning
  • Tax Planning and Strategies
  • Small Business Retirement Plans
  • Coordination with your other advisors (CPA, Attorney, Tax Preparer)