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Our Values

HELPING CLIENTS PURSUE FINANCIAL INDEPENDENCE

 
Without a strategy, it’s difficult to set, let alone pursue and achieve, goals. At Cornerstone Investment Services, we believe comprehensive financial planning that addresses both short-term and long-term goals can help clients pursue financial independence. As every client’s needs and goals are unique, we are dedicated to creating customized strategies that fit the client’s circumstances and can grow with them through the many milestones of life.
 
Many individuals and families aren’t armed with a financial plan because they don’t know where to start or how to find an objective and trustworthy advisor. We strive to offer objective advice and guidance clients can trust. Committed to building strong, personal relationships that span generations, we treat our clients like family. We are confident that by working closely with them and understanding their individual needs, we can serve as a trusted source for information regarding retirement strategies, investing, managing risk, and protecting assets.
 
We want to help our clients make informed investment decisions and feel confident in their financial strategy. Whether they’re concerned with not having enough money to last through retirement or have questions regarding investment opportunities, we can help.

The areas of our clients’ lives that we touch:

  1. Retirement planning
  2. Portfolio management
  3. Risk management
  4. Legacy planning
  5. Estate planning preparation
  6. Education savings goals and projections
  7. Cash flow analysis