Broker Check
Simplifying the Complex Tailored To You Comprehensive Financial Planning Extended Care: A Patchwork of Possibilities

You've built your life. Let us help build your legacy.

When you’ve spent your life saving for the future, you want to be sure your future is in good hands. You want someone who knows where you’ve been and where you want to go. You’ve laid the foundation, now let Cornerstone Financial Solutions, Inc. help you craft a legacy you can be proud of.

Helpful Content

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The History of Retirement

Do you know where the idea of “retirement” comes from?

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

View all videos arrow