We’re a Different Kind of Financial Group
Financial Cornerstone Group brings together a team of uniquely qualified Financial Professionals and Advisors providing comprehensive services for our clients that include tax-efficient financial planning, investment management, and protection.
Our heart is to serve the way we would want to be served, and to truly know and understand every aspect of our clients' specific situations, needs, goals, and dreams. We care for our clients without judgment and seek to truly make a difference in their lives.
YOU are our most VALUABLE investment!
Free Resources
Ed Slott's timely and relevant content on IRAs, Taxes and Estate Planning
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
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.
