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

Questpoint FORMula

Questpoint FORMula

Cornerstone Financial Group was founded with one very specific goal; to provide Panoramic Strategic Financial Planning Services for individuals, businesses and business owners. At Cornerstone Financial Group, our team of financial advisors has an enlightened philosophy around all things financial. Utilizing our proprietary process, The Questpoint FORMula, we focus on what matters most to you and together what we can control, guiding you through a fluid and dynamic planning strategy. We discover, design and deploy all the pieces of your financial puzzle, in pursuit of your specific goals. We realize there are over 120 different things we can do for a client. We have successfully integrated these items into our 7 Pillars, to account for all that is relevant to you now, as well as other items that will become relevant as your life unfolds and your needs evolve.

Cornerstone Financial Group has over 45 years of combined financial planning experience to help you navigate and understand the complexities of your unique retirement journey. Whether you’re planning your retirement, aspiring to a work-optional lifestyle, or just reviewing your 401(k) plan…Cornerstone Financial Group and our Questpoint FORMula aims to keep your financial future from going adrift.

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