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Cornerstone Financial Group
  • Shingle Springs / Rocklin: (530) 672-1703
  • Benicia: (707) 297-6954
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Craig Watkins is a contributing author in the retirement planning book, You’re In Control.

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  2. Risk Score Analysis

Risk Score Analysis

This process will help to define a personal, risk-tolerance score and compare it to your current portfolio risk score.  This analysis will help to determine and realign your personal risk score with your portfolio risk score.

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

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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