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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.

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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.

INCOME PLANNING
Helping you plan your income in retirement is our top priority, including Social Security maximization & Longevity
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INVESTMENT PLANNING
Adjusting your portfolio to reduce fees, plus addressing market volatility & reducing risk.
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TAX PLANNING
Creating strategies to reduce your tax burden & leveraging qualified money to leave tax-free dollars to beneficiaries.
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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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LEGACY PLANNING
Maximizing your tax efficiency & protecting your assets to ensure they are distributed probate-free.
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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.

Learn More »
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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Cornerstone Wealth

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!

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    Trusts & Wills

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    Probate

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    Charitable Giving

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    Seeking Asset Protection

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    Tax Planning
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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