At Cornerstone Financial Strategies, LLC, we believe in providing unbiased and objective financial advice based on your personal situation. We take the time to listen and are committed to helping you achieve 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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Bonds may outperform stocks one year only to have stocks rebound the next.
As our nation ages, many Americans are turning their attention to caring for aging parents.
How long does a $20 bill last?
The uncertainties we face in retirement can erode our sense of confidence.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.