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.

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.

Insurance Products

Unlike traditional health insurance, long term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings such as your home, a community organization, or other facility. Long-term care insurance policies reimburse policy holders a daily amount (up to a pre-selected limit) for services to assist them with activities of daily living such as bathing, dressing, or eating.  You can select a range of care options and benefits that allow you to get the services you need, where you need them. We can assist you in selecting a policy that is just right for your individual situation.

 

Estate Planning

state planning involves deciding how you want your assets distributed after you die (or become unable to make your own financial decisions). Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you can’t take it with you when you die. Estate planning can be complicated, so it is best to consult a financial advisor. It’s important to have a basic estate plan in place regardless of your net worth.

 

Investment Advisory

An investment advisor is an individual or a firm that is in the business of giving advice about financial planning to clients. Most financial planners are investment advisors, but not all investment advisors are financial planners. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals. Others call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products, and sometimes products that aren’t securities. We are both financial planners as well as investment advisors making us able to provide you with the most complete financial solutions and extensive product options.

For a complete list of services, contact us today!