Before you retire...

At Cornerstone Financial Group, we strive to Plan First, Invest Second™.   With this in mind, we have put together a checklist of 10 items, to help you assess your retirement!  We continually approach our planning process with a wholistic approach.  We consider your critical life events, what it will take for you to have reliable income through every stage of your retirement and always leave a little room for life's "what-ifs".  We pride ourselves on continually monitoring and adjusting this plan to consistently fit your lifestyle and comfort level.  Please take a moment to review this list

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