Our Firm
As a provider of truly comprehensive service offerings, we take each component of your financial make-up into consideration—whether retirement, tax, income, or estate related—to ensure each part works in collaboration with its counterparts, producing the best possible result for your financial future.

Our Comprehensive approach
When evaluating a financial account, we utilize our complimentary 3-Step Review. On average, nine out of ten people that go through the 3-Step Review find a minimum of $3,000 each year falling through the cracks like unnecessary taxation, low rates of return, and hidden fees and expenses. We can help you identify where you are losing money and shift your financial strategy to prevent future loss.

The 3-Step Review

• Ensure that the tax implications are favorable
• Work to help accomplish the income goals for retirement
• Position the risk tolerance accurately.
  This process allows us to:
• take a clear snapshot of current financial affairs
• identify loopholes in the estate and/or financial plan
• discover if and where money may be falling through the cracks and
• Define the impact of a future financial decision.

We are then able to recommend the appropriate strategy and create a plan of action, based on your priorities and needs.

A Plan that’s right for you
Time and knowledge are key elements when planning for a successful financial future, which is why we make education and communication top priorities in our business to remove any uncertainty that may delay or negatively impact the financial planning process.

You will receive an periodic Risk Reduction Analysis as well as guidance on investment options designed from our broad range of services to meet your specific level of comfort and personal financial goals.

Although our specialty is working with individuals who are retired or about to retire, we welcome anyone in any stage of the planning process who is interested in learning what steps they need to take to build a comprehensive financial plan to meet their specific goals.

To schedule a time to discuss your retirement future, and secure the retirement of your dreams, contact us at info@cornerstoneretirement.com or call us at (775) 853-9033