Who we are
CornerStone Financial Planning & Advisory Services, a Fee-Only Investment Advisory Firm, providing confidential Investment Advice to individuals, trusts and institutional investors.
Our goal is to deliver the highest quality independent, unbiased, sensible investment advice and to avoid any conflicts of interest.
We employ a sophisticated investment discipline that seeks to capture investment return and control investment risk in accord with the unique risk tolerance of each client.
We’ll meet face-to-face (or screen-to-screen) to understand your goals, dreams, challenges, and values - your unique needs that will become the foundation for your financial plan.
We’ll assemble and organize your current financial data to create a detailed picture of where you are in relation to your goals.
With the information we learned in the first two steps, we’ll construct your custom financial plan. We’ll meet again to review the recommendations and agree on a plan of action.
We’ll put your plan in motion, communicating regularly to make sure each action is carried out successfully.
As you make progress toward your goals, we'll repeat the process when circumstances change and new opportunities arise.
Our Financial Services