Broker Check

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


Cornerstone Financial Planners, Inc.


Retirement Redefined Acres of Diamonds Investments Surprises

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

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.


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.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Rule of 72

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.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow