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

Retirement Planning Services

Retirement Planning SERVICES

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 income 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 Planning & Pre-Retirement 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 Income & Savings

In planning for your retirement, your retirement INCOME goes a long way in helping determine your retirement OUTCOME. With that in mind, 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 planning 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.

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