Our Approach
Professionals
Providing comprehensive wealth strategies involves more than just investment guidance. We engage your CPA, attorneys, and other trusted professionals to address the entire scope of your financial concerns.
Family
We get to know who you are and who is important to you. That’s our definition of family, and we believe it’s crucial for us to understand your objectives – whether family is involved in your financial plan now or in the future.
Taxes
Managing taxes is your first best return, either through deductions, shelters or investment strategies. Our command of the latest available tax strategies helps to fast-track our clients toward their goals.
Cash Flow
Markets have ups and downs, but our clients’ portfolios are structured to generate cash flow. What difference does this make? We help clients shift their perspective on market volatility, so they reap the potential benefits, instead of worrying about the daily highs and lows.
Focus Areas
- Intergenerational Planning
- Family and Individual Retirement Income
- Business Retirement Plans
- Business Cash Flow Strategies
- Philanthropic Giving
- Life Insurance
Disclosures: All investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. There can be no guarantee that strategies promoted will be successful and no guarantee of positive results. LPL Financial and Cornerstone Wealth Services do not provide tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
