A company devoted to tax planning, income taxes and accounting analysis.
A focused, company, devoted to 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.
Old-Fashioned Tax Preparation
This involves looking in the rear view mirror at the previous financial year
Financial Planning with Taxes in Mind
Looking out the windshield at the concerns and opportunities that lie ahead
These two companies work side by side to coordinate your wealth management with your tax preparation and planning. This ensures your money is managed in a tax efficient environment and strategically managed!
Here at Cornerstone Financial Group, we believe to truly offer our clients a wholistic approach to financial planning and money management, there has to be a comprehensive approach to how your money is managed. To fulfill this, we have created a strategic partnership to offer our clients two transparent and distinct companies, which work together to combine financial planning and tax services and offer comprehensive financial solutions!
Whether in small business accounting or personal finance, tax planning plays an important part in solidifying your financial future. Our tax advisors provide tax preparation services that look beyond last year’s earnings and help you plan for the future and meet your financial goals.
Do you have a CPA or tax advisor and a financial advisor? Do they coordinate their efforts, in managing your money? If not, call us today! We can show you why this is so important!