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Cornerstone Financial Group

  • Shingle Springs / Rocklin: (530) 672-1703
  • Benicia: (707) 297-6954
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Cornerstone Financial Group

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  3. Retirement Planning

Retirement Planning

Professional Retirement Advisors

Our Cornerstone 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 and retirement investing strategies and more. With over 45 years of experience, Cornerstone Financial Group can help find the right retirement planning tools for your situation. Our retirement planning services include

  • Retirement Financial Planning & Savings
  • Mutual Funds
  • Roth IRA
  • 401(k)
  • Pension
  • Social Security Maximization
  • Medical and Life Insurance
  • Retirement Investment Strategies
  • Tax Planning
  • Legacy Planning
  • Asset Allocation
  • Portfolio Analysis

Retirement Savings & Income

In planning for your retirement, your retirement income goes a long way in helping determine your retirement outcome.Your retirement income is where we start the retirement planning process. Whether you're a pre-retiree 10 years away from retirement, or you're 10 years into retirement, we offer our retirement advice to answer questions like: Do you have “enough”? What is “enough”?  Will it last? Am I going to be OK?

The process of formulating a retirement income strategy with long-term sustainability is something we address utilizing the Asset-Cycle Portfolio System®.  It may sound fancy and complicated, but our clients find it to be “so simple, it’s profound.” We’ve found that our clients enjoy the confidence that comes from knowing where their next retirement paycheck will come from.

Strategies

  • Formulaic Investing
  • Retirement Planning
  • Financial Planning
  • Investing
  • Taxes

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Shingle Springs Branch
(530) 672-1703
4260 Mother Lode Drive, Ste. 4
Shingle Springs, CA 95682
Benicia Branch
(707) 297-6954
555 First Street, Ste. 303
Benicia, CA 94510
Rocklin Branch
(530) 672-1703
6518 Lonetree Boulevard
Rocklin CA 95765

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Craig Watkins is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org Cornerstone Financial Group is not affiliated with USA Financial Securities. Craig CA license #0591010 Jason CA License #0K09349.Amber CA license #0H38785

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Craig: AZ, CA, GA, NV, OR, MT, and WA) For investment advisory services these states include: Craig- AZ, CA, GA, NV, OR, MT, and WA. Jason - CA, NV, MT. Amber - CA, OH, FL. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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