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Our Philosophy

Financial Architecture

Financial Architecture

At Cornerstone Wealth Services, we are architects in the financial world, constructing solid frameworks for your fiscal future. Our blueprint begins with a comprehensive understanding of your financial landscape, then utilizing all available account structures and types as tools to shape the edifice of your dreams. Equipped with notable designations and a combined 35 years of experience, we are masters of our craft, sculpting financial strategies that stand the test of time.

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:&nbsp All investing involves risk including loss of principal. No strategy assures success or protects against loss.&nbsp Past performance is no guarantee of future results.&nbsp There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.&nbsp 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.


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