Products & Services
At Cornerstone Financial Services, LLC., we provide assistance in the following areas:
Retirement Transition Services
Investments & Investment Accounts
Wealth Transfer & Tax Planning
Identification of proactive strategy options intended to help Clients reduce the time, effort, aggravation & expense (taxes, fees and administrative costs) associated with wealth transfer to heirs, beneficiaries and causes.
myRIME® - my Retirement Income Made Easy is a Program offered by Cornerstone Financial Services, LLC through which our Client’s learn to better understand various types of retirement expenses AND the income sources available to meet those expenses. Through this unique process, we assist Clients identify and prioritize their retirement goals; identify options for addressing the income (cash flow) needs and assist our Client’s in selecting the option(s) to help them pursue their goals. The concept is to simplify your financial life in retirement and reduce financial concerns, thereby freeing you to spend your time and energy on the important things – Family, Friends and hobbies, interests and personal causes.
**Term Life includes both guaranteed and non-guaranteed premiums that are level for 10, 15, 20, 25, 30 or 40 years. Guarantees are provided by the underwriting insurance company.