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CORNERSTONE RETIREMENT GROUP, LLC | 6 CADILLAC DR., SUITE 310 | BRENTWOOD, TENNESSEE 37027 | 615-391-8350
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We are your pathway to financial success.
About Cornerstone Retirement Group
Cornerstone Retirement Group was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.
Our Commitment to Our Clients
Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.
As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.
Our Principles Set the Standard for Success
At Cornerstone Retirement Group, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
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www.cornerstoneretire.com | 615-391-8350
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cornerstone Retirement Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Matthew J. Rettick is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Cornerstone Retirment Group, LLC.
Planning for retirement, families and business.
Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place. Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together, we will develop a total and personalized financial management approach to your investment and retirement needs.
Your road to financial freedom starts here.
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www.cornerstoneretire.com | 615-391-8350
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cornerstone Retirement Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Matthew J. Rettick is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Cornerstone Retirment Group, LLC.
Meet our founder & president, Matthew J. Rettick
Matt Rettick, whose heart is to help, “take the fear out of finances,” is a veteran of the financial services industry and has gained nationwide recognition since he began his career 25 years ago. Matt is also an “Amazon #1 Best Selling” author, an educator and sought-after speaker whose strong roots run deep and wide. His experience stems from founding and running three different financial services companies and has been called, America’s Financial Insider as the former host of the Checks and Balances TV and radio show.
“I’m concerned when I listen to the advice given listeners by some of today’s TV and radio show personalities. Being properly licensed and fully understanding how investment products work and are changing continuously, both for the good and bad, makes for sound advice and appropriate investments. I want to take the fear out of finances and empower people to be proactive now—not after it’s too late. I want men and women of all ages to see opportunities, not dread when facing financial challenges. I want to encourage them, not intimidate them, so I keep things simple and positive.”—Matt
For two and a half decades Matt has been called upon by his peers to speak, encourage and teach fellow advisors and consumers alike. Mainstream media’s, Nashville’s News Channel 5, NBC’s Today Show, Fox & Friends, Fox Business, MSNBC and others have featured Matt for his up-to-date, light hearted approach to eliminating debt and building strong financial futures. He earned the cover story in Senior Market Advisor and was referred to as the “Man with the Plan.” Matt co-authored his first book Fiscal Fitness: 8 Steps to Wealth and Health from America’s Leaders of Fitness and Finance with the late famed fitness expert, Jack LaLanne.
“Fiscal Fitness is dedicated to teaching Americans how to gain and maintain control of their physical and financial well-being, both now and as they age.”— Matt
His latest book, All the Rules Have Changed: What You MUST Do to Succeed In The New Financial Reality (#1 Amazon best seller within 24 hours of launch), sets the bar high for hope and clarity in today’s maze of financial options and market volatility. It’s an easy-to-understand roadmap in gaining financial control and how to succeed in today’s ever-changing, financial reality.
Matt is committed to helping, servicing, and creating public awareness about the financial world we live in with an “insider’s perspective”. “All Americans can gain financial independence with help from someone who has worked in the field and taken the time to think it through. Each of us must do the work, but I love to show them how.”—Matt
EMAIL MATT HERE
www.cornerstoneretire.com | 615-391-8350
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cornerstone Retirement Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Matthew J. Rettick is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Cornerstone Retirment Group, LLC.
All the right services to get the job done.
Cornerstone Retirement Group was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.
Retirement Goals
Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.
These goals are our only focus in your retirement plan. Retirement planning doesn’t have to be complicated.
401K Rollovers
What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.
Insurance Products
Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.
Education Planning
The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.
Financial Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
Complete List of Services
• Social Security Planning
• Retirement Planning
• Insurance Planning
• Wealth Transfer Strategies
• College Planning
• Charitable Giving
• IRAs
• Annuities (Variable, Fixed, Indexed)
• Mutual Funds
• Investment Products (401k, REITs, etc)
• Personal Life Insurance
• Business Insurance Planning
• Disability Income Insurance
• Long Term Care Insurance
• Employment Retirement Rollovers
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www.cornerstoneretire.com | 615-391-8350
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cornerstone Retirement Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Matthew J. Rettick is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Cornerstone Retirment Group, LLC.
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www.cornerstoneretire.com | 615-391-8350
CORNERSTONE RETIREMENT GROUP, LLC | 6 CADILLAC DRIVE, SUITE 310 | BRENTWOOD, TENNESSEE 37027
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cornerstone Retirement Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Matthew J. Rettick is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Cornerstone Retirment Group, LLC.