–>
Cornerstone Wealth Planning is a financial planning firm that provides expert services to individuals, families, and small businesses. With a team of experienced advisors, they are committed to helping their clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
The advisors at Cornerstone Wealth Planning prioritize their clients’ needs by providing personalized, comprehensive financial planning services. Some key takeaways on how their advisors help clients include:
- Creating customized financial plans based on individual goals and risk tolerance
- Offering a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning
- Regularly reviewing and adjusting the financial plan as needed to adapt to changing circumstances and market conditions
- Providing ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights:
At Cornerstone Wealth Planning, the focus is on building long-term relationships with clients and providing them with expert financial advice. Some facts and insights about the firm include:
- Founded in 2009
- Over $500 million in assets under management
- A team of 10 experienced advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2009 | $500+ | 10 |
Financial Services Offered:
Cornerstone Wealth Planning offers a comprehensive range of financial services to help their clients achieve their financial goals. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College funding planning
- Insurance planning
- Business planning
- Charitable giving
Client Types:
Cornerstone Wealth Planning works with a diverse range of clients including:
- Individuals
- Families
- Small businesses
Fees & Compensation:
Cornerstone Wealth Planning is a fee-based firm, meaning they charge a percentage of the assets they manage as a fee for their services. They are transparent about their fees and do not receive any commissions or incentives from recommending specific products or services.
Background:
Cornerstone Wealth Planning was founded in 2009 by a team of experienced financial advisors with the goal of providing comprehensive and personalized financial planning services to their clients. Since their inception, they have built a reputation for their expertise and dedication to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or legal disclosures when working with a financial advisor. Some key disclosures to know about Cornerstone Wealth Planning include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The firm has no disclosures or legal actions on record
- The advisors at the firm are licensed to provide financial advice and hold the necessary certifications and qualifications