Our Process

Understanding Today's Financial Environment

At Cornerstone Wealth Management, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, seek protection for your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our Cornerstone Client Engagement Process

Discovery

Review current plan, goals & risk tolerance. Assess fiscal health & wealth management strategies.

Introduce a Strategy

Review the Cornerstone Retirement Blueprint. Determine compatibility, and schedule follow-up.

Implement Strategy

Review plan, clarify questions, and kickstart investment/income strategy with your signature.

Present Completed Strategy

Offer online login details and provide an organized copy of all files for your convenience.

Progress Reviews

Regularly review accounts at intervals dependent on your strategy.

The Cornerstone Retirement Blueprint

The Cornerstone Retirement Blueprint is meticulously crafted around five fundamental pillars of retirement planning, aiming to work toward financial stability and proactively manage risks. Our approach extends beyond finances to embrace personalized lifestyle planning and comprehensive health and wellness strategies, aiming for a resilient and fulfilling retirement for our clients.

1
Income Planning
Helping you plan your income in retirement is our priority, including Social Security maximization & seeking longevity.

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2
Investment Planning
Adjusting your portfolio to reduce fees, plus addressing market volatility & reducing risk.

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3
Tax Planning
Creating strategies to reduce your tax burden & leveraging qualified money to leave tax-free dollars to beneficiaries.

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4
Healthcare Planning
Helping you address costs with minimum expense, including investigating Medicare parts A, B & D and crafting a solution for Long-Term care.

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5
Legacy Planning
Maximizing your tax efficiency & seeking protection of your assets, working toward them being distributed probate-free.

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Financial Services Partners

Looking for more? At Cornerstone Wealth Management, we also partner with professionals who offer the following services. We’d be happy to refer you!

  • Trusts & Wills
  • Probate
  • Charitable Giving
  • Seeking Asset Protection
  • Tax Planning
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SERVICES

Cornerstone Wealth

Schedule a Call

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

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Addressing Market Volatility in Today's World
READ OUR LATEST GUIDE

Addressing Market Volatility in Today's World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.

What to Consider in Your Charitable Giving Plan
READ OUR LATEST GUIDE

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

The Importance of Designating Beneficiaries
READ OUR LATEST GUIDE

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Managing Inflation in Retirement
READ OUR LATEST GUIDE

Managing Inflation in Retirement

You may have noticed that the things you buy regularly have become more costly, and you may be pondering if inflation will stay high. For individuals close to retirement or already retired, it is essential to take measures to protect themselves from the eroding effects of inflation.

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

The Birth of a Grandchild
READ OUR LATEST GUIDE

The Birth of a Grandchild

Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.

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WELCOME TO OUR NEW SITE

We've Made Some Big Changes

We’re delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

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