Welcome to Cornerstone Financial Group
“A goal without a plan is just a wish”
Cornerstone Financial Group, serving Shingle Springs, the Greater Sacramento areas, Benicia, and the Greater San Francisco areas, was founded with one very specific goal; to provide Financial Planning, Asset Distribution, and Investment Strategies for high net worth individuals, successful professionals, corporations, and business owners. Our approach helps manage risk, provide lifetime income, better protect growth and aims to minimize taxes.
Please feel free to contact us if you would like additional information or if you would like to schedule an appointment.
Retire on your own terms:
Get guidance to help you create a better retirement strategy.
With more lifestyle choices than ever before, you need to know what a successful retirement looks like to you to understand your income needs. Making informed decisions at this stage can help you build a better retirement strategy. Cornerstone Financial Group believes you should consider reviewing our new software, the Asset Cycle Portfolio System®. It is an innovative program that will help you know and understand how to take income distribution from your assets. Distributing assets from your plan beginning to end is very import. Knowing how the RMD’s will affect your strategy. Helping you determine which asset to let accumulate so it has time to build and grow for distribution later. The Asset Cycle Portfolio System® is a Key software program to have in your retirement strategy.