Estate Planning
Estate planning helps people organize and distribute their assets in a systematic way. Estate Planning reduces the chance of conflicts among your heirs. It also ensures your wishes are respected.
Investment
Having a good investment strategy can enhance your financial security in retirement. It can generate returns the outpace inflation, providing a reliable income stream. Wouldn’t you love to retire with a comfortable and sustainable lifestyle?
Where Do You Want Your Financial Roadmap to Take You?
CornerStone Financial Coach was designed to guide clients, helping to ensure both financial stability and growth potential through a broad array of insurance and financial services. Working together with other professionals, the service is an unparalleled experience, providing a truly holistic approach to retirement, estate preservation planning, and Investment.
This retirement income planning strategy is different, both in philosophy and execution. Our planning philosophy is based on Christian principles.
That is why the number one objective is to help educate you so you can ultimately decide which direction is in your best interest
We can help
Why work with Cornerstone Financial?
We pride ourselves in a high level of service, that stands apart from the rest.
Process
We work with you to create a customized strategy that address your personal needs.
Services
We offer comprehensive retirement income planning & investment strategies.
Changing our Situation
There is so much to love about this story! One of the things I love most about it is that rather than giving up in a difficult situation, they set to work, gathered their network, and changed their situation.
Brief understanding of AI?
As you read financial headlines, or, if you’re really interested and read a lot of earnings reports, you will see the term AI used a lot. Why? And why is it such a game-changer?
Are Your Finances A Family Secret?
For a lot of us, many of our financial choices are based on the relationships we have with our families. I’m betting most of your finances are intertwined with your family.
Do you have any Financial Regrets?
As financial planning
is all about minimizing stress in your present and maximizing
confidence in your future, here are five common financial regrets to be aware of so you be sure to avoid them in the future. If you need help with any of these, remember that we are here!
The dust has settled, the votes have been counted
The dust has settled, the votes have been counted, and Donald Trump has once again been elected president of the United States. The dust has settled, the votes have been counted, and Donald Trump is once again president-elect of the United States. The...
Safeguarding Donations
Throughout the year, we all want to make a difference in the world. We are all looking for opportunities to donate to a great cause.
Black Tuesday – 95th Year Anniversary
You may not have realized it, but today marks 95 years since Black Tuesday—the day that sent the world into the economic turmoil of the Great Depression.
Retirement Activities – Something New?
I was speaking with a recently retired widow. She was telling me about her past week. While I wasn’t surprised by how busy she was. I was really surprised by how diverse her activities were.
2024 Q3 Market Recap
It’s always great to start with the words, “The markets finished the quarter at an all-time high.” Fortunately, that’s the case this time around. The S&P 500 rose 2% in September, and 5.5% for the entire quarter. The Dow, meanwhile, gained 8.2% in Q3. Both indices set new records along the way.
Trending Now 2024 a Long Expected Rate Cut
Over the last two years, the Fed has tried to do the seemingly impossible: Cool down consumer prices without starting a recession. To do that, the Fed turned to the only tool available: Interest rate hikes.
Understanding Your Estate: Critical Elements of an Estate Planning Strategy
Establishing an estate planning strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
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