General Info:
At Cornerstone Financial Solutions, Inc., it's our mission to inspire and guide our clients to make informed financial decisions through education, communication, and service that exceeds their expectations. We are an enthusiastic and passionate wealth planning team. We are committed to making a difference in the lives of our clients by providing comprehensive financial planning and outstanding customer service. The professionals at Cornerstone Financial Solutions, Inc., offer personalized portfolio management Our approach is to look at the BIG picture. Our advisors will design a personalized portfolio that is appropriate to your specific needs. It doesn't stop there, our advisors will continue to monitor your investments and review and evaluate your portfolio performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you. Our advisors will provide skillful tax planning, including a review of your tax return to highlight opportunities for maximizing tax reduction strategies, review your tax situation and plan to incorporate any new tax law changes, offer recommendations of tax solutions including tax advantaged investments, cost basis calculation and staying up-to-date on and presenting new tax laws that can affect your situation. Our advisors will analyze your income needs now and in the future, continue to develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living, offer recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRA's and perform analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA. Advisors at Cornerstone Financial Solutions, Inc., will examine your current estate plan and concerns, collaborate with your estate planning attorney, assist you in transferring assets to your Living Trust or other trusts, and provide guidance with the appropriate and necessary