Welcome to Cornerstone Financial Group

“A goal without a plan is just a wish”

Financial Planning Services

Cornerstone Financial Group was founded with one very specific goal; to provide Strategic Financial Planning Services for individuals, businesses and business owners.  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 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… Cornerstone Financial Group has what you need. Learn More

Retirement Planning

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 can help find the right retirement planning tools for your situation. Learn More

Investment Strategies

Our investment advisors work with investments 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. 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. Learn More

Tax Planning

At Cornerstone Financial Group, our 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 reduce their tax bill whenever possible, with knowledgeable tax preparation expertise and a full understanding of the importance of taxes in your overall financial planning. 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. We proudly serve clients in the Shingle Springs, Rocklin, and Benicia areas.

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.