fin advisor transfer | Cornerstone Wealth Management

Secure File Upload

Retirement Income Streams: Diversification for Financial Stability

The Power of Diversification in Managing Your Retirement Retirement is one of the most significant milestones in life. It represents the culmination of years of hard work and savings, but it also marks the beginning of a new financial chapter. Fostering a comfortable and stable retirement requires careful planning, and a key component of that […]

Estate Planning Essentials: Preserving Your Legacy for Generations

Crafting a Comprehensive Plan to Secure Your Family’s Future Estate planning is not just about managing your assets or distributing wealth; it’s about leaving a legacy that lasts for generations. It’s a way to ensure that your hard-earned assets – and values – are preserved and passed down to your loved ones efficiently and effectively. […]

Decoding IRA and 401(k) Rollovers: A Smooth Transition to Retirement

How to Maximize Retirement Accounts from Former Employers The journey to retirement spans a lifetime, marked by the pursuit of a fulfilling post-work life. Many Americans switch employers during their careers, resulting in the retention of 401(k) accounts from previous jobs. However, these dormant accounts – sometimes referred to as “orphan 401ks” remain stagnant, unable […]

Start Preparing Your Financial Future Today!

Let us help you get started on your path to financial success. Schedule a complimentary call today!

Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Cornerstone Wealth Management and IFG are unaffiliated entities. Cornerstone Tax Advisory and IFG are unaffiliated entities.

The IFG Representatives associated with this website may discuss and/or transact securities business only with residents of the following states : AZ, CA, MD, NV, NY, OH, UT & WA

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Representatives of IFG do not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Broker-Dealer Privacy Policy: https://ifgsd.com/privacy-policy