Broker Check

Our Firm

Getting to Know You

In order to begin a personal financial strategy, your Cornerstone representative will be dedicated to getting to know you and the things you value the most by establishing a trusting relationship. We will need to assess your current financial situation, investments, and insurance. Developing a personal relationship is an essential component of the strong foundation needed to help you meet your dreams.

Prioritize Goals and Determine Risk Tolerance

When meeting with a representative, we will address your financial goals and start prioritizing  what is important to you: investments, insurance, eliminating debt, protecting against financial crisis, as well as your tolerance for risk.

Analyze and Prepare the Strategy

Using the detailed information you have shared, your representative will present you with a unique and specific personalized strategy that summarizes your financial goals and our recommendations. The strategy will demonstrate the areas currently working for you, as well as the specific areas that need attention to encompass what matters most in your life. Your representative will guide you in the right direction to help make your financial goals a reality.

Our Commitment to You

Your Cornerstone representative will keep in touch with you, providing you with updates on how your strategy is working to help meet your objectives. As your life changes, your strategy may need to be reviewed and we can make suggestions for adjustments. Our commitment to service helps ensure that your family's needs will continue to be met with the care, understanding, and the expertise that you deserve.