That’s why having your money managed by professionals can give you confidence for your future. At Cornerstone Financial Group, we do more than simply put your money into index funds and let it move with the market.
Instead, everything we do for you is customized to your needs. You’ll get the level of service that’s right for you, not just some automated investment management designed for the “average” person your age.
Our financial planning experts can assist you in creating a comprehensive investment plan designed to get your money working for you. First, we will work with you to clarify your goals and requirements. Then we will put a plan in place that will balance your short term and long term goals.
Our Unique “Protect First” Approach
Managing Your Risk
Win with Tax-Efficient Strategies
Two Levels of Professional Oversight for More Peace of Mind
Independent, Objective Advice
Not all investment management firms work in your best interest. With Cornerstone Financial Group, we’re a completely independent firm. We provide objective advice that’s in your best interest.
We also act as your legal fiduciary, which means we agree to always put your interests first.
Quarterly Meetings and Unlimited Support
Part of the benefits of professional investment management is your peace of mind. But to get there, you need a solid understanding and you need to be kept updated. That’s why we emphasize good communication when it comes to your wealth management. We’re proactive with communication, and then we’re always available to answer any questions you have about your investments or personal finances.
That’s why we’ll meet with you frequently. We plan quarterly meetings. Meetings can be virtual if that’s more convenient, but the frequent communication allows us to update you completely about your investments. We’ll also go back to your financial plan, make any adjustments needed, and make sure you’re on track to achieving your goals.
You’re busy, so we’re also very careful to communicate with you in plain English. You don’t have the time to look up industry terms, so it’s our job to explain things so you don’t have to.
Yes! At Cornerstone Financial Group, we prioritize protection first. So part of that is making sure your risks are managed in your investing, too. When you’ve got money in stocks, you can’t control the market….but we can control other aspects, like the amount of assets you put into the stock market, and then balance it with other assets that move differently. You can also utilize more active investment strategies to adjust your money based on market actions, which is more proactive than a simple “buy and hold” philosophy. Or if you prefer, we can structure your investments to minimize your exposure to the stock market altogether. This might involve annuities or other structured products sold by insurance companies.
All of this is possible; the key is it needs to be done proactively. That’s why we work with you upfront to help clarify your goals, then work to engineer some of the variability out of your financial life.