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

Securities offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539).   Member FINRA/SIPC.  Investment advisory services offered through Cornerstone Wealth Advisors, Inc., a California and Texas Registered Investment Advisor. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice.  Insurance products and services are offered through Michael Sellman, Independent Agent.  California Insurance License number 0G40881.  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. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA's BrokerCheck ».

© 2019 Cornerstone Wealth Advisors, Inc.

  • LinkedIn - White Circle