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.
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.
Cybersecurity Free Credit Freeze
Recently, a background check company called National Public Data confirmed they had experienced a data breach earlier in the year. As a result, the personal information of millions of Americans had been compromised – including, in some cases, Social Security numbers.
The Only Bad Question is the One Left Unasked: Breaking Down Financial Jargon
There’s no shame in being unsure, confused, or just curious. The same applies to financial matters, so I’ll tackle questions many people are too afraid to ask in this blog post.
Removing Trees & Financial Planning
It takes experience and knowledge to know where and how to cut to avoid damage, it takes experience to know where to look for roots before pulling a stump out. It takes a professional.
Family Conversations, Financial Decisions
For many of us, our financial choices are based on our relationships with our families. I’m betting that most of your finances are intertwined with your family.
Family Conversations – Passing on Details
Family conversations allow you to discuss your estate and legacy plans. While these conversations can feel awkward they are still important to have now.
What happens online when I die?
Our online presence has become an integral part of our lives in the digital age. From email archives to social media profiles and various online accounts, we leave behind a substantial digital footprint.
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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