Offices in Shingle Springs: (530) 672-1703 
and Benicia: (707) 297-6954

  
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Video Library

Mt. Everest

This video shares with you an interesting analogy between retirement planning and climbing Mt. Everest.

Donor Advised Funds

This video shares some of the benefits of considering a donor advised fund for any charitable giving you may do.

Where did all that money go?

An interesting video created shortly after the 2008 Financial Crisis.

What Will Your Legacy Be?

A powerful video discussing one of the most unselfish things you can do.

Asset Cycle Portfolio System®

This video shares a short explanation of retirement income planning using our Asset Cycle Portfolio System.

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Craig Watkins is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org Cornerstone Financial Group is not affiliated with USA Financial Securities. Craig CA license #0591010 Jason CA License #0K09349.Amber CA license #0H38785

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Craig: AZ, CA, GA, NV and OR.) For investment advisory services these states include: Craig- AZ, CA, NV, OR, and WA. Jason - CA. Amber-CA. 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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