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Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California Registered Investment Advisor.

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC.

Michael Sellman is registered to offer securities in the following states: AZ, CA, GA, HI, NC and WA. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Cornerstone Wealth Advisors, Inc.

 

Cornerstone Wealth Advisors, Inc. is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and Cornerstone Wealth Advisors, Inc. are not affiliated

with the Social Security Administration or any government agency.

© 2019 Cornerstone Wealth Advisors, Inc.

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    CWA FINRA BrokerCheck
    401(k) & RETIREMENT PLANS

    Cornerstone has developed considerable expertise in the subject of retirement plans.

    Industry sources tell us that the average financial advisor manages less that two 401(k) plans!

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    In contrast, Cornerstone specializes in and manages many 401(k) plans and works with all major 401(k) platform providers to structure a competitive solution for its clients. In addition, Cornerstone can act as a 3(21) or 3(38) fiduciary, helping relieve some of the fiduciary liability from the company or plan sponsor.

    B U I L D I N G   A N D   P R O T E C T I N G   Y O U R   N E S T   E G G

    W H O   A R E   T H E   P L A Y E R S

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    I N   A   4 0 1 (k)   P L A N ?

    Assembling your Team

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    W H A T   A R E   T H E

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    R E S P O N S I B I L I T I E S

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    O F   A   F I D U C I A R Y ?

    ERISA's Fiduciary Standards

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    H O W   T O   P R E P A R E

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    F O R   A   D O L   A U D I T

    DOL Audit Document Checklist

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