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.
Making the most of surprises is a great reason to work with us.
9 Facts About Social Security
There are things about Social Security that might surprise you.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Learn when it may not make sense to file a claim on your home insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It may help your business be better prepared in the event of the death of a principal or key employee.
Try these activities to keep your brain sharp.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.