Cornerstone Financial Planners:
Financial Planners in New Port Richey & Trinity
A registered investment advisory firm.
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."
Our Mission is to help our clients and their families take charge of their present and future finances through the implementation of sound financial planning strategies. 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. We have over 75 years of combined experience in the finanical industry.
Certified Financial Planner™ and Certfied Estate Planner™ are ready to help you with your financial planning needs to build your future.
Cornerstone Financial Planners is an award winning locally based financial planning firm in the Trinity, New Port Richey & East Lake areas. Our offices are conveniently located on Little Road which is easy access from East Lake Road through North Pinellas County.
Providing award winning 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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The federal government requires deceased individuals to file a final income tax return.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
For homeowners who think their property taxes are too high, there are ways to appeal.
A letter of instruction provides additional and more personal information regarding your estate.
Do your insurance needs stay the same when the nest empties?
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
There are a few things to consider when buying or leasing your next vehicle.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.