Cornerstone Financial Group takes pride in building solid, long-term client relationships. Our team of trained professionals offers a full range of products and services to create sound financial strategies tailored to your needs.

Our Process is Not Complicated

The first step is to help the client identify their current financial position. Then we help create a financial profile, goals are defined, and needs are prioritized. Next, a strategy is outlined and the plan is implemented.

Over time, we will continue to monitor the plan and help you implement any changes needed to help you stive to realize your financial dreams.

Our Services Include:

• Advanced Planning:

Working with an attorney to  ensure proper documents are in place.  This includes Living Trusts, Family Partnership Trusts, Probate Avoidance

• Investment Planning:

Fee Based Asset Management, Mutual Funds, Variable Annuities, College Funding, Retirement Planning, Income Tax Reduction Planning

• Risk Management:

Life, Health, Disability Income Protection, Employee Benefits

• Business Planning:

Buy-Sell Funding, Cafeteria Plans, Salary Continuation, 401(k), and other tax-favored benefit strategies for business owners

Industries We Serve:

We have specialists in a number of industries: from professional firms (architects, physicians and investment banking), electronics and technology (software firms), entertainment (filmmakers and special effects producers) to... distribution (food brokerage and grocery) and construction (residential and commercial). Our system of ‘Target Marketing’ allows our representatives to develop alliances from individual industries and professions. Working with an insider in your own market means we already know the unique challenges and opportunities you are likely to encounter.