How We Help
Building portfolios isn't the most important thing we do -
building relationships is.
We believe a sure foundation is the best starting point for your future growth. The team at Cornerstone recognizes that your financial goals are inherently intertwined with your life goals: educating children and grandchildren, achieving financial independence, owning homes, supporting charitable causes and passing wealth responsibility to future generations.
Your customized financial strategy starts with YOU. How did you get to where you are today? What do you value? What would you do if you could? How much risk are you comfortable with? Working in collaboration with you, our wealth advisors will develop a comprehensive financial plan that allows you to ENJOY MORE –more confidence in the future because you know things are taken care of, more time with family, more time doing the activities you love.
Building a solid wealth management plan involves far more than money and investment management. A comprehensive plan is as much about craftsmanship as it is about numbers, markets and trends. The ultimate goal of comprehensive financial planning is to gain financial clarity in all aspects of your life. Since wealth management tends to be both complex and interdependent, our wealth advisors will take an in-depth look at the five important areas of financial planning:
- Investment Management
- Risk Management/Protection Planning
- Retirement Planning
- Estate Planning
- Tax Planning Strategies
The team at Cornerstone is committed to helping clients plan for their financial well-being. We work hard to understand and effectively respond to client needs and concerns, and to keep you continuously informed on issues that affect you. In addition to regularly scheduled reviews, you can expect the following mailings and events:
- Quarterly economic updates
- Tax reports* to keep you updated on opportunities and changes
- Regularly scheduled educational workshops on relevant topics
- A Client Advocate program that recognizes clients who support our Growth Initiative
- A continuous flow of meaningful articles on financial, tax, and estate planning topics
- Client Appreciation events
*RJFS Financial Advisors do not provide tax preparation services or advice.