Our Process
A unique approach, to help you optimize your resources and stop unnecessary financial transfers.
Our History
Extensive knowledge gained over more than 24 years of advisory experience at your service.
Shared Values
We live out our values each day, putting our faith in action as we serve others.
Financial guidance tailored to your life phase.
Financial goals change over time. Cornerstone Financial Strategies works closely with individuals and businesses at every stage—those just starting out financially and balancing the demands of saving for college, a home, those preparing for retirement, and those seeking opportunities. Our approach involves careful attention to searching out those areas where money is being lost unknowingly and unnecessarily within the financial picture. Funds found through this analysis can then be directed to build a more solid financial future to enhance critical income during retirement or increase current lifestyle.
Are you ready for a fresh approach?
We often ask, “If what you thought to be true about your finances turns out not to be true, when would you want to know about it?” Your financial future isn’t a horse race. It’s more than a calculated gamble on which investments will pay the highest returns. We believe there is greater opportunity to serve our clients by avoiding losses than there is by picking winners. We apply our specialized knowledge and expertise to each client’s financial picture to help them find money they may be losing unknowingly. Finding and stopping these unnecessary wealth transfers allows us to help our clients begin the process of building a more solid financial future.
Services in action.
Our actions reflect our values as we serve our clients. We believe we serve you best by helping find money that is being lost through needless wealth transfers so you can avoid these losses. Our approach enables you to strengthen your financial future, using dollars found, rather than by acquiring new investments with accompanying potential added risk. Talk with us about the details of our specialized process and how it is completely customized to your individual circumstances.