Shingle Springs Office: (530) 672-1703
Walnut Creek Office: (925) 287-1006

  
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Welcome to Cornerstone Financial Group

Cornerstone Financial Group 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.

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This debt clock, provided by WidgetBox, is for general information purposes only. The national debt number is received from the US Treasury and the population data from the US Census. We make no representation as to the completeness or accuracy of this information.

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Craig Watkins is an investment advisor representative of, and securities are offered through USA Financial Securities, member FINRA/SIPC (www.finra.org) and a Registered Investment Advisor. 6020 E. Fulton Street, Ada, MI 49301. Cornerstone Financial Group and USA Financial Securities are not affiliated. CA Ins. Lic. # 0591010

Craig Watkins is authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ, CA, CO, and OR. For investment advisory services these states include: AZ, CA, CO, and OR. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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