Working to build better financial futures for over 40 years.

Learn how our tailored financial services focused on protection, savings, and growth can help you pursue your goals and live with confidence.

Our Difference? The Right Priorities.

In life, you usually only get one chance to protect your money. That’s why a generalist financial advisor is not enough: you need a specialist who can help you do it right the first time.

At Cornerstone Financial Group, we’ve been helping families, business owners, and professionals for over four decades. We understand the risks you face, and we actively seek out and implement planning solutions to help protect against them.

We’re passionate about helping you succeed as an investor through good and bad markets, too. But our first focus is protection, then tax-efficient savings and growth. It’s a process that has worked for our clients. By prioritizing protection and tax-efficiency, you can live a more confident financial life.

Service You Won’t Outgrow

As your life changes and your wealth grows, we’re ready and able to help you with all of your financial needs. In addition to full-service financial planning and retirement planning, we provide:

Insurance Protection

We help you create a tax-efficient strategy to protect what you’ve built, while not overpaying for more insurance coverage than you need.

Investment Management

We help you invest your money prudently and tax-efficiently, so that you will have what you need, when you need it.

Employee Benefit Plans

If you’re a business owner, we can help you design, implement and administer a cost-effective employee benefit plan that’s tailored to your company’s needs.

INSIGHTS