INCOME & WEALTH PROTECTION

Cornerstone will help clients navigate thru life to reach their goals with a financial plan, but what about the potential roadblocks to success? Can your plan withstand a 50% reduction of income?

What if you or your family lost all your income prior to retirement? Then think if your last few years were spent sharing a room with a stranger in a long-term care facility.

These are all the potential risks we could face, but are avoidable with the proper planning.

- C H A R L E S   M .   S H U L Z

J U S T   R E M E M B E R  ,  W H E N   Y O U ' R E   O V E R   T H E   H I L L  ,  Y O U   B E G I N   T O   P I C K   U P   S P E E D .

W E A L T H   P R O T E C T I O N

S T R A T E G I E S

Protecting your Wealth against diminishing markets, lawsuits and wealth transfers to heirs

I N C O M E   P R O T E C T I O N

S T R A T E G I E S

The importance of Strategic Planning

I N S U R A N C E   S O L U T I O N S

M A N A G I N G   R I S K

Navigating the challenges of managing multiple risks