Have confidence knowing you can maintain your lifestyle throughout retirement and protect what is important to you.  



  • Am I saving enough for retirement?
  • Tax Strategies that make your money work smarter.
  • Does my plan include a work-optional retirement?
  • What to do if I change jobs or careers?
  • Debt reduction strategies.

Most high earners are concerned with two things: tax planning and risk management.

Taxes are likely to be the largest expense you'll have over the course of your lifetime, while poor risk management can be the largest threat to your financial health. 

This is why tax and risk management are integral parts of our process. By making tax-smart decisions and protecting yourself against risks, you can greatly influence your financial health on a long-term basis, both for yourself and those you care about.


We also help high earners with: cash flow, debt management, and overall lack of planning.

We help executives and high earners reduce the stress of managing their financial affairs,

so they can spend more time doing what they love.


Cornerstone Financial Strategies, LLC and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.