Financial Solutions
Through Education
Serving the individuals and families of Middle, Middle America towards financial prosperity
Investment Services
We utilize technology to implement tax-concious, data-driven investment approaches across all client portfolios.
Financial Planning
Insurance Solutions
WHO WE ARE
Our Purpose and Guiding Principles
At Cornerstone, we’re an independent financial association serving the needs of hardworking families from Middle, Middle America. Guided by shared values and a purpose-driven approach, we focus on offering a variety of financial solutions designed to fit each client’s unique circumstances.
We aim to provide knowledge and resources that can help clients make informed decisions about their financial futures.
Our focus includes helping families navigate life’s uncertainties, such as health challenges, retirement planning, or saving for education. By addressing these priorities, we strive to offer support and reassurance along the way.
We view the financial journey as a climb up and down a mountain.
The ascent is the “Accumulation Phase,” where the focus is on building wealth through strategies such as interest generation, asset acquisition, and taking calculated risks, all with an eye toward preparing for the next stage of life. The descent is the “Distribution Phase,” which shifts the focus to turning those accumulated assets into sustainable income while carefully managing risks, helping you pursue a secure and confident retirement.
At Cornerstone, we are committed to guiding you through each phase with knowledge and care, tailoring strategies to meet your unique goals and needs.
Accumulation Phase
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Distribution Phase
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