Cornerstone provides a unique, integrated approach which includes wealth management, tax and accounting support, estate creation, and insurance. Our clients have a single point of contact and select one or all of the services they require.
At CFS we strive to obtain a deep understanding of our client's needs that we solve with highly sophisticated financial planning and tailored portfolio management. The CFS standard is to always work with each client's best interests in mind, using highly experienced internal management which is never outsourced. Our team of experts create customized, easy to understand road maps which guide clients to retirement success. We provide a unique approach for families, individuals, corporations and institutions serving as your trusted "CFO" by integrating financial planning, wealth management, estate planning, insurance, tax, legal, debt management and real estate expertise from a single, seamless point of contact. For businesses, we additionally provide comprehensive 401k and benefits management, executive compensation strategies, succession planning, debt and equity financing management, transaction preparation, and more.
Serving our clients at the highest fiduciary standards, our fee-only compensation aligns our interests with yours and is determined by the success of your assets. Further, being independently owned and operated ensures unbiased, client-first decision making with no external influences on our recommendations. Via our comprehensive research, and deep industry network, we also offer a unique offering of alternative investments, complementary to traditional securities, necessitated by today's investment climate.
CFS' advisory practice is driven by a set of core values supported by three tenets: Candor, Independence, and Discovery.
Helping people create a plan for retirement that creates piece of mind and removes the fear of not having income in the future.
Providing education on investments and helping people understand the wide range of choices available for each risk tolerance.
Helping business owners find creative solutions to increase profit and employee productivity.
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