Cornerstone Financial Group | Our Firm
Cornerstone Financial Group (CFG) started in the 1990s. As a boutique firm, we create unique, individual plans for our clients to address all of life’s opportunities and challenges. Our goal is to educate clients so they are confident about their financial future.
We combine professional dedication and personal commitment to offer creative financial planning in the context of a personal, caring relationship. We believe successful client relationships are built upon confidence and personalized services.
We focus on tax-advantaged income distribution strategies, Social Security maximization, and preservation strategies for legacy planning. Our commitment to you includes risk-based asset allocation and designation, insurance protection, beneficiary planning, and qualified retirement plans.
Learn about Our Process
Call us today for your free appointment! (530) 672-1703 or (707) 297-6954, or email, firstname.lastname@example.org.