727.375.1112 or 800.991.9913
4625 Little Rd
Trinity, FL 34655-1329


Cornerstone Financial Planners, Inc.


Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs?

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.  

Financial planners serving trinity, east lake and new port richey

"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


Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.


Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Inflation & Retirement

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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

An Inside Look at Retirement Living

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

The Good Ship IPO

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

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