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

  
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What Makes Us Different

A Philosophy That Make Us Different

It’s no secret, you can choose from a wide range of financial planners, advisors, and wealth managers – many offer the same basic tools of the trade. What makes Cornerstone Financial Group unique?

A merger of skill and timeless perspectives.

We’re not magicians and we don’t deal in superlatives. We know what we do and we work hard at it. As far as we’re concerned, the “best” financial plan for you is one that works most effectively at meeting your very specific goals. It’s all part of our philosophy, and all part of the way we value – and maintain – client relationships.

It’s not emotional. It’s rational.

The crux of it is this: Money in and of itself tends to be a subject that’s emotionally charged. As we see it, our job is to take the emotion out of investment decisions. Instead, we make sure those decisions are based upon rationale, discipline and consistency – all of which adhere strictly to a plan that’s designed to help get you where you want to go.

Helping you Work toward your Financial Goals.

We create a plan that is the basis for everything we do for our clients. It starts with assessing their goals, defining their current situation, identifying priorities and establishing a timetable for assimilating the information. We work closely with our clients, providing answers and strategies, helping each to become the steward of their own financial present and future. 

How do we define success?

It’s simple. All of our work – to generate a financial plan, to execute it, and to see it through – is done in an effort to help you work toward your financial goals. We strive to provide the assets you need, precisely when you’re ready for them.

  • Resources. Wisdom. Direction. What can we provide to best help you reach your goals?
  • Flexibility. Objectivity. Integration. It’s an enriched approach, defining all the efforts we make in helping you to accumulate our net worth over time and enjoy the security and benefits that wealth can bring over time. As advisors, we share a responsibility in helping you to succeed. In the process, we work for you in all these ways: As beneficiaries of the past,trustees of the present, and architects of the future.

 

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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