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 help you craft a legacy you can be proud of.
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Connect with an Advisor
If you have questions about your individual situation, please don’t hesitate to contact us at 605-357-8553 or via email.
Service and Operational Updates during COVID-19
Out of an abundance of care for our clients and team, and to do our part to limit the spread of COVID-19, many of our team members will continue working remotely through the end of June. Our offices remain open with limited staff, but the doors to BOTH OFFICES are locked and we are conducting all business either over the phone or via email.
If you have essential business that requires us to meet in person, please knock and wait, or call 605-352-9490 in Huron, or 605-357-8553 in Sioux Falls and one of our team members will let you in. If you need to leave a delivery, please place it in the vestibule in Huron, or leave it outside the office door in Sioux Falls.
June 23 | Retire On Purpose
June 25 | Speaking of Markets
June 30 | 5 Ways Technology Will Change How You Age
All webinars begin at 4:30 p.m. Registration required.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A four-step framework for building a personal legacy.
A change in your mindset during retirement may drive changes to your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Lifestyle considerations in creating your retirement portfolio.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.