Cornerstone Financial Group - Rocklin Branch
“A goal without a plan is just a wish”
(530) 672-17036518 Lonetree Boulevard
Rocklin CA 95765
Proudly serving clients in Rocklin, Roseville, Citrus Heights, Granite Bay, Loomis, Penryn, Newcastle and surrounding areas.
Financial Planning Services
Cornerstone Financial Group is located in Rocklin, CA and was founded with one very specific goal; to provide Strategic Financial Planning Services for individuals, businesses and business owners in and around Rocklin; including Roseville, Granite Bay, Loomis, Newcastle and more. At Cornerstone Financial, our team of financial advisors help manage risk, and establish both short and long-term goals in the areas of Wealth Management, Retirement Planning, Investment Strategies and other key financial services. Cornerstone Financial Group of Rocklin has over 45 years of combined financial planning experience to help you navigate and understand the complexities of the money world. Whether you’re planning your retirement, reviewing your 401(k) plan, browsing the best investment options or just looking for an experienced financial advisor in the Rocklin area… Cornerstone Financial Group of Rocklin has what you need.
Are you looking for a reliable retirement planning advisor near Rocklin, Roseville or Granite Bay? 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 of Rocklin can help find the right retirement planning tools for your situation. We work with pre-retirees and retirees from Roseville to Newcastle including Rocklin, Granite Bay, Loomis and more. Feel free to give us a call at (530) 672-1703 to see how our retirement planning services can help you reach your retirement goals.
Strategic Investment Services
Our Rocklin investment advisors work with investments and investment strategies 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. Whether you’re looking for the best investment strategy for retirement, or are just looking to invest your money safely, Cornerstone Financial Group of Rocklin has the knowledge and experience to set you on the right path. 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.
At Cornerstone Financial Group of Rocklin, our Cornerstone 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, from Roseville to Newcastle, Rocklin, Granite Bay, Loomis and more. We focus on reducing their tax bill whenever possible, with knowledgeable tax preparation expertise, and a full understanding of the importance of taxes in your overall financial planning strategy. 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.
Please feel free to contact us if you would like additional information or if you would like to schedule an appointment.
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.