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"

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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