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

Financial Planning Services

Financial Planning SERVICES

At Cornerstone Financial Group, we take pride in providing unique financial planning services and strategies - It’s what helps differentiate us. We offer a range of financial planning services to assist our clients on the path of retirement planning, investment strategies, wealth management and more.

Don’t know where to start? Let us help! Our Cornerstone Financial Advisors will evaluate both your short and long-term goals and work with you to create a personalized financial plan to set you on the path to success. Retirement Planning and Investing can be a confusing area. At the Cornerstone Financial Group, we eliminate the guess work and help you understand the process as a whole. We know how to evaluate and navigate the money world based on facts and statistics, rather than hunches and “good feelings”.

Our Strategic Financial Planning Services Include

  • Independent, Objective Portfolio Analysis
  • Asset Allocation Review
  • Retirement Planning FAQ
  • Asset Based Long Term Care
  • Long Term Care Cost Benefit Analysis
  • Estate Tax Reduction & Financial Legacy Review
  • Beneficiary Review
  • Asset-Cycle Portfolio System® Retirement Income Roadmap
  • Income Tax Reduction Analysis
  • Social Security Maximization Analysis
  • Pension Maximization Analysis
  • Medicare Planning FAQ
  • Income Replacement Needs Assessment
  • Multi-Generational Qualified Disbursement Review
  • Roth IRA Conversion Report & Analysis
  • Financial Planning FAQ
  • In-Force Life Insurance Audit
  • Risk Score Analysis
  • Portfolio Stress Test

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning solutions.

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

For Pre-retirees and Retirees

For Pre-retirees and Retirees

As a pre-retiree and/or retiree, you are coming to the peak of your financial mountain climb. You have been allocating your assets, making them work for you and now you are close to reaching the top or beginning your descent down your financial mountain into what we describe as, the asset designation stage. It is critical you don’t run out of steam on your way down this climb. You worked so hard to allocate your assets; we help ensure you don’t make any wrong moves to jeopardize these assets. This phase of your life involves careful planning to distribute your hard earned money into strategies to ensure you maximize your retirement.

Here at Cornerstone Financial Group, we sit down and learn about what is important to you in retirement. We match your long term goals for retirement with a custom designed income distribution strategy, allowing you to pursue all your goals. Each individual strategy we create delivers a plan you can use to ensure you are covered for your needs in retirement. We will ask you the hard questions, work with you to develop and properly implement your plan to protect your legacy and offer you lasting protection for your financial future. Once your custom plan is in place, we will closely monitor and review your plan throughout each phase of your life. We like to think of ROI, not as Return on Investment, but as, Reliability of Income.

For the Working Professional

For the Working Professional

As a working professional, we stress the importance of planning. During this crucial phase of your life, you are climbing the mountain and allocating your assets. We would like to stress upon you the importance of having a customized plan of how to allocate your assets during this time of growth, in order to maximize their potential for you during your descent down your financial mountain, the asset designation stage. We sit down with you and offer you choices you didn’t know existed.

Cornerstone Financial Group delivers unbiased guidance towards ensuring you have a custom income distribution strategy in place, which offers performance to build your portfolio, controls costs, encompasses all of your investment goals and forms a financial strategy designed to last the test of time.

After all, you’re in control. We are here to ensure we help you navigate all of life’s opportunities and challenges, while maximizing your assets, making them work for you!

Have a Question?

Thank you!