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Serving the Greater El Dorado County Area, CA
Carson Valley Area, NV
(530) 672-1703

Financial Planning Partners

As part of our proprietary process, The Questpoint® FORMula, here at Cornerstone Financial Group, we are proud to offer you a panoramic planning approach, guiding you through all the stages of your retirement journey. As you move within the stages of your retirement, critical life events may occur whereby we are excited to provide Strategic Partners of Cornerstone Financial Group. We are always available to assist in providing video conference or in-person conversations with any of our Strategic Partners listed below. 

Please contact us today for more information, or to schedule a conversation!
The following partners are independent and not associated with Cornerstone Financial Group or USA Financial Securities

Estate Planning Services

Please contact us to schedule a meeting with our Strategic Estate Planning Partners

Tax Planning Services

Caroline Bol, EA

Caroline is a partner at Accurate Tax Service in Placerville. A graduate of Sacramento State University, she holds a bachelor’s degree in science and accounting. After working in banking for seven years, she became an Enrolled Agent and has been consulting and preparing taxes for the past 14 years. Additionally, she and her husband own an insurance business in which she is very involved. She finds enjoyment in helping clients solve their tax problems and plan for financial success for upcoming years.
Family is very important to Caroline, and she spends a lot of time with her nieces and nephews. She coaches her niece’s U12 soccer team and counts it as one of the most pleasurable ways she has found to combine being with her family and being involved in the community.

Steve Smith, CPA

Steve has worked in accounting since 1977, involving a wide range of planning and compliance for federal, state, and local property and tax filings on behalf of corporations, partnerships/LLCs, individuals, fiduciaries, franchises, and estates. He also has international income tax experience, both inbound and outbound. Steve’s corporate experience includes consolidated returns, combined reports, and multi-state returns. He is qualified as an expert witness and has testified and been deposed on a variety of issues, including accounting malpractice, wrongful termination, lost profits, and fiduciary responsibility.

CLIENT BASE-Real estate (including investment and development), software development, manufacturing, hotel and hospitality, wineries, insurance, legal, publishing, various professional services, wholesale, and retail trades
SPECIALTIES-Litigation support, real estate, and earnings and profits
BACKGROUND-Tax Partner, Deloitte & Touche
EDUCATION-San Francisco State University, BS Accounting, Summa Cum Laude, 1977, Phi Beta Kappa
MEMBERSHIPS-California Society of Certified Public Accountants
American Institute of Certified Public Accountants
ACCREDITATIONS-Qualified as an expert witness and testified in Federal and Superior courts
PERSONAL-Three grown children of whom he's very proud. Hopes to improve his golf game to the point where he can one day shoot his age.

Mortgage Services

Homa Rassouli, Reverse Mortgage Specialist NMLS #455497

I am a reverse mortgage expert with over 35 years of experience in the financial services and mortgage industry. The critical part of my services is to assess and provide viable information to the clients who are trying to remain independent in their golden years with security and flexibility. First and foremost, I begin by understanding the needs of my clients. Whether they are looking to stop making monthly mortgage payments, extend a retirement portfolio, or simply age in their own homes, I make recommendations to best suit their individual needs.
I provide learning and educational sessions to aging groups and 62+ communities. I help promote reverse mortgage benefits that can help people confidently realize their financial goals and live a more satisfying life.

I am deeply involved in the community, serving as a Rotarian with both Novato and San Rafael Chambers of Commerce, the Women's Council of Realtors, Marin Realtors, NAIFA, AAUW, and Marin Bar Association just to name a few. I am a board member of the Financial Planning Association and Marin Realtor Government Affairs and North Bayrealtor association. I have been an honorary President’s Club Recipient for the last 15 years.

Evangeline Scott, CMP

Evangeline Scott is a Certified Mortgage Planner with 20+years of experience to serve all your mortgage needs: real estate purchase, refinance, investment property financing including equity repositioning and reverse mortgages.

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