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We’re a Different Kind of Financial Group

Financial Cornerstone Group is a team of holistic practitioners.
Our genuine desire is to truly know and understand every aspect of your financial situation, and provide you with only the highest quality information, services, and products to help you reach your goals – and to serve in a non-judgmental and supportive way.

Diverse Offerings

Retirement | Investment  | Insurance

  • Comprehensive Financial Lifestyle Planning
  • Retirement, Legacy and Estate Planning
  • Social Security / Medicare Planning
  • Custodial Plans
  • Tax-Efficient Financial Strategies
  • Roth and Traditional IRA’s
  • Group Benefits / 401(k) / 403(b)
  • Investment Strategies
  • Advisory / Professionally Managed Investments
  • Stocks / Bonds / Mutual Funds / ETFs, etc.
  • TIMOTHY PLAN - Biblically Responsible Investing
  • College Planning
  • 529 College Savings
  • FRS / DROP (Florida Retirement System) Income & Protection Strategies
  • Life Insurance
  • Life Insurance Retirement Policies (LIRP)
  • Long-term Care Insurance
  • Divorce Planning and Analysis
  • Charitable Giving Guidance | Legacy Planning
  • Frequent Communication and Education

YOU ARE OUR MOST VALUABLE INVESTMENT

CALCULATORS

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FINANCIAL PLANS

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EDUCATIONAL EVENTS

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EACH OF OUR TEAM MEMBERS
HAS THE HEART OF AN EDUCATOR

Our goal is to simplify complex concepts, help you truly understand the path you are on,
and do all we can to help you along your unique journey.

BUILDING ON A FIRM FOUNDATION

A successful financial life takes commitment and diligence, but its best chance of surviving - and thriving - begins with a solid plan.  Our greatest joy is to come alongside our clients to help establish that firm foundation, then continually provide encouragement and support as life brings its blessings and challenges.

HAVE A FINANCIAL QUESTION?

We're happy to help!

ASK OUR ADVISORS

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