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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategie
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to critical to ask yourself four key questions.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?