Welcome

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 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.

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s primary trusted advisor.

02. Our Philosophy

We put you first. We take the time to fully understand what you value, who and what you care about and what you want to accomplish.

03. Our Process

We plan not just for you but with you. We recognize that protecting your assets can be as important as growing them. That’s why we use a collaborative approach to design a plan, then apply tax-efficient strategies to make your wealth work smarter for you.

Our Team

We provide financial planning and tax-efficient investment strategies for business owners, professionals, women and others nearing or in retirement.

Contact Us

Blogs

Understanding Exchange-Traded Funds

Andrea Wilson |
Categories
Finance
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know about ETFs before investing. ETF Basics Exchange-traded funds are baskets of securities—stocks, bonds, commodities or...

How to Finance Your Dream Car

Andrea Wilson |
Categories
Finance
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something practical for your everyday commute, errands and travel, you probably have dreams of driving a car that’s fun, sporty and luxurious. Owning an expensive luxury or exotic vehicle may seem out of reach, but there are financial options available to make your dream a reality. Here are some...

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Andrea Wilson |
Categories
Retirement
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early,many younger employees do not participate in their employer's 401(k) plan. It’s essential to teach your children the...