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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Bonds may outperform stocks one year only to have stocks rebound the next.
When to start? Should I continue to work? How can I maximize my benefit?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Knowing your options when a CD matures can help you make a sound investment decision.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.