Welcome to Cornerstone Financial Group

A goal without a plan is just a wish

 

Financial Planning Services

 

Cornerstone Financial Group was founded with one very specific goal; to provide Panoramic Strategic Financial Planning Services for individuals, businesses and business owners.  At Cornerstone Financial Group, our team of financial advisors has an enlightened philosophy around all things financial.  Utilizing our proprietary process, The Questpoint FORMula, we focus on what matters most to you and together what we can control, guiding you through a fluid and dynamic planning strategy.  We discover, design and deploy all the pieces of your financial puzzle, in pursuit of your specific goals.  We realize there are over 120 different things we can do for a client.  We have successfully integrated these items into our 7 Pillars, to account for all that is relevant to you now, as well as other items that will become relevant as your life unfolds and your needs evolve.

Cornerstone Financial Group has over 45 years of combined financial planning experience to help you navigate and understand the complexities of your unique retirement journey.  Whether you’re planning your retirement, aspiring to a work-optional lifestyle, or just reviewing your 401(k) plan…Cornerstone Financial Group and our Questpoint FORMula will keep your financial future from going adrift. 

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Retirement Planning

Our retirement planning advisors are here to help with all of your retirement planning needs, from 401k and Social Security retirement advice, to early retirement savings, finding the best retirement plans and more. With over 45 years of experience, Cornerstone Financial Group can help find the right retirement planning tools for your situation. 

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Investment Strategies

Our financial advisors work with investments of all types. Through our knowledge of investment management, we strive to create the perfect mix of investment strategies for your situation to help you reach your financial investment goals. We choose to be independent because it affords us the ability to have access to a multitude of different investment strategies and investment management firms that are designed to help our clients work toward achieving their goals. 

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Tax Planning

At Cornerstone Financial Group, our tax planning advisors believe that “what you MAKE” is not as important as “what you get to KEEP". We are committed to helping each of our clients reduce their tax bill whenever possible, with knowledgeable tax preparation expertise and a full understanding of the importance of taxes in your overall financial planning. With numerous changes to the tax law, it is important to find an outstanding tax advisor that will help explain how your financial plan is affected and work with you to explore all possible tax reductions. Whether in small business accounting or personal finance, tax planning strategies play an important part in solidifying your financial future.

 

Please feel free to contact us if you would like additional information or if you would like to schedule an appointment.

We proudly serve clients in the Shingle Springs and Rocklin areas.

 

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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.