Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Special Needs Planning
As financial professionals, we deeply understand that planning for a loved one with special needs brings unique challenges and questions. You want the peace of mind that comes with knowing their future is protected, but the path to securing that stability often feels complex and overwhelming. Our dedicated team is here to support you in navigating these complexities, bringing clarity, compassion, and experience to every step.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Estate Planning Strategies
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
Faith-Based Investing
Faith-Based Investing Investing with Purpose, Guided by Faith For many Christians, financial decisions are deeply intertwined with their faith. Investing becomes not just about returns, but about honoring God, preserving life, and uplifting human dignity. Our team is committed to helping you align...
Premium Finance
What is Premium Finance? Premium finance is a strategy used by wealthy individuals and business owners to finance premiums for large life insurance policies. The strategy allows a high net-worth individual who has a need for permanent life insurance to use an alternative method for paying the...
Executive Compensation for Business Owners
In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level. Executive talent is hard to come by, and it is even more difficult on the business when it walks out the door in pursuit of another opportunity.
Benefits for your Business and Employees
There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees. And it shouldn’t surprise anyone that some of the most satisfied (and productive, dedicated and loyal!) employees are those that are content with the employment benefits provided by their employer.
Succession Planning for Business Owners
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more.
Employer Retirement Plans
The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan. For businesses seeking more robust retirement savings options, 401(k), 403(b), and 412(e)(3) plans provide additional flexibility and benefits.
Build your financial future on a strong foundation with Cornerstone Advisor Group—your trusted partner in planning, protecting, and growing your wealth.
Blogs
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
