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

Financial Planning Strategies

Financial Planning STRATEGIES

At Cornerstone Financial Group, our team can help you pursue your financial goals. Unlike other financial planning groups, we work closely with you to help you understand which strategies are best for your wealth management, and why. As an independent financial planning firm, we have access to a multitude of resources, strategies and financial planning tools to help us address all types of financial planning needs, from investments and retirement planning to income distribution, wealth management and more...

Strategic financial planning is all about helping you look beyond the present and address the “What ifs” in life...

  • What if you live to be 105?
  • What if you find yourself in a new tax bracket?
  • If the market has a major correction or recession?
  • How do I make the most of my money?

Understanding Income Distribution & Wealth Management Strategies
Do you remember the first time you purchased a house? Do you remember that sense of pride you had? Remember inviting people over to show it off? It didn’t matter how big it was, or how fancy it was…. It was yours. Remember that feeling? As a financial planner, we can promise you something – you will probably not feel that same sense of pride if you purchase a life insurance policy or a long-term care insurance policy – even though you should. It’s not always fun, but we think you should feel the same sense of pride by addressing these things as you did when you purchased that first home. It’s an important part of wealth management and the income distribution process, and we’re not scared to talk about it. In fact, we’re the first ones to pat you on the back for taking care of business.


Call us today for your free appointment! 530-672-1703, or email,

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