Welcome to Cornerstone Wealth Management

 "Planning the Foundation of Your Future..."

At Cornerstone Wealth Management, our mission is to empower and inspire our clients to integrate financial success with life and community fulfillment.  Our goal is to be your most trusted advisor by incorporating our professional knowledge with integrity and personal service.

Cornerstone Wealth Management is built upon the principles of Character, Competence, Communication and Commitment.  We help our clients define “True Wealth” by finding fulfillment in all that money cannot buy and from which death cannot separate. When building a customized financial plan and managing your assets, you get all this and more. We are committed to taking you on the journey of uncovering what is truly important in your life beyond just the monetary value of dollars and cents.

When “Planning the Foundation of Your Future” takes precedence in your life,  please consider Cornerstone Wealth Management and experience the difference for yourself.

Character, Competence, Communication and Commitment

 

 

 

 

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

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