FINANCIAL PLANNING

Centuries ago, the builder would select the cornerstone first before laying the building's foundation.

 

If the cornerstone was not perfectly square that stone would be rejected,

because the foundation would be out of line without the perfect cornerstone.

 

At Cornerstone Wealth Advisors, Inc. the foundation of our advice begins with the Financial Plan.

The Cornerstone Financial Plan is more than a retirement plan - it includes Retirement Planning, Wealth Protection, Tax Management, Risk Management and Estate Planning.

 

Our Financial Planning Process addresses much more than the numbers of retirement.

V A L U E S   A R E   M O R E   I M P O R T A N T   T H A N   M O N E Y

R O A D M A P

D I S C U S S I O N

The Planning Process

W H A T   Y O U R

P L A N   C O V E R S

Overview of the Financial Plan

T H E   V A L U E   O F

A   R O A D M A P

Alice in "Wander-Land"