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Cornerstone Wealth Management
Financial Services

At Cornerstone Wealth Management, we specialize in helping individuals and families plan their ideal retirement. Our goal is to assist you with seeking protection for and growing your assets, so you will have financial confidence during retirement. We provide comprehensive financial planning and tax advisory services to several types of clients.

Financial Planning
Insurance Planning
Wealth Management
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Financial Planning

401(k) Rollover

Seamlessly transition retirement savings with our 401k rollover services, ensuring smooth movement of funds while optimizing investment options and tax advantages.

401(k) Info

Annuities

We offer a range of annuity solutions designed to prepare your financial future. Our diversified options offer tailored solutions, allowing you to confidently navigate life’s milestones.

Annuities Info

Retirement Planning

Craft a confident retirement with our planning services. Tailored strategies aim for financial stability, covering savings, investments, and lifestyle goals for a fulfilling future.

Retirement Info

Insurance Planning

Life Insurance

Life insurance offers varied benefits. Your unique needs determine the ideal plan. Trust our Las Vegas experts at Cornerstone Wealth Management for tailored guidance.

Life Insurance Info

Senior Insurance

Experience assurance with senior life insurance. Custom plans ensure financial independence for loved ones, supported by manageable premiums.

Senior Insurance Info

Wealth Management

Seeking Asset Protection

Preserve your wealth. We work with you to work towards financial independence and seeking protection against risks, safeguarding what’s important to you.

Seeking Asset Protection Info

Tax Planning

Optimize finances through expert tax planning services, minimizing liabilities, maximizing returns, and securing financial stability for a prosperous future. 

Tax Planning Info

Passive Real Estate Investing

Explore passive real estate investing services for hassle-free income. Diversify your portfolio, gain returns without active involvement, and aim to build wealth.

Real Estate Info
Cornerstone Wealth

Start Preparing Your Financial Future Today!

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

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Cornerstone Wealth Management
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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.

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Ready to take control of your financial future? Schedule a call with Cornerstone Wealth Management today.

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