At Cornerstone Financial Strategies, LLC, we believe in providing independent and objective financial advice based on your personal situation. We take the time to listen and are committed to helping you pursue your financial goals. Whether you are a small business owner, an individual investor, a working professional or retired, we understand that you face unique financial challenges. We can help take the mystery out of preparing for today and tomorrow. Our personalized service focuses on your needs, wants, and financial objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Important items to consider when purchasing condo insurance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
Understanding the cycle of investing may help you avoid easy pitfalls.