Cornerstone Financial Planners & Cornerstone Investment Services,
a registered investment advisory firm.
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We are a full service Financial Planning and Investment Advisory firm built on four principal cornerstones:
Integrity, Experience, Respect & Reliability.
"Working for you, working with you."
"Working for you, working with you."
Our Mission is to help our clients and their families take charge of their present and future finances. We are committed to helping you achieve your financial goals, whatever stage of life you're in.
We believe in the importance of building a solid relationship by first and foremost listening to YOU.
Providing quality service to Trinity, Palm Harbor, Tarpon Springs, East Lake Corridor, New Port Richey and most surrounding areas.
Call Now for a Free Consultation
727-375-1112 or 800-991-9913
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Helpful Content
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
TIPS for Inflation
If you are concerned about inflation – and expect short-term interest rates may increase – TIPS could be worth considering.
How Income Taxes Work
Adjustments. Deductions. Exemptions. A quick look at how federal income taxes work.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term care insurance.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should consider investing funds or paying down debt.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator estimates how long it may take for your investments to double at a given interest rate.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, and estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Cost of Procrastination
Procrastination can be costly, and when you get a late start, it may be difficult to make up for lost time.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Making Your Tax Bracket Work
Being in the 25% marginal income tax bracket doesn't mean the gov't is taking 25% of your income.
The Power of Tax-Deferred Growth
Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.
The U.S. Credit Downgrade
On Friday, August 5, 2011, S&P lowered its credit rating for the U.S. This may help put the downgrade in perspective.