Cornerstone Financial Planners & Cornerstone Investment Services,
a registered investment advisory firm.
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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."
"Working for you, working with you."
Our Mission is to help our clients and their families take charge of their present and future finances. 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.
Providing 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
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Helpful Content
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Tax Management Strategies
Provides an understanding of taxes, tax-favored investing, and tax strategies.
The Cost of Procrastination
Procrastination can be costly, and when you get a late start, it may be difficult to make up for lost time.
Healthy Body Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Variable Universal Life Insurance
This is permanent insurance in which the policyholder directs how premiums are invested.
TIPS for Inflation
If you are concerned about inflation – and expect short-term interest rates may increase – TIPS could be worth considering.
How Income Taxes Work
Adjustments. Deductions. Exemptions. A quick look at how federal income taxes work.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Investments
Compares the return on a hypothetical taxable investment with tax-deferred and tax-free investments.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should consider investing funds or paying down debt.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, and estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Power of Tax-Deferred Growth
Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.