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FINANCIAL PLANNING

Create a budget for your life now, and your life in retirement

Debt Management Strategies

Tax Management Strategies

Retirement Goal Planning

Risk Appropriate Asset Allocation

Portfolio Management Strategy

Risk Management Strategy

Social Security recommendations

Wealth Transfer Strategy

Tax-Efficient Charitable Gift Planning

W H A T   Y O U R   P L A N   C O V E R S

o v e r v i e w   o f   t h e   f i n a n c i a l   p l a n

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.

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