Broker Check

Our Services

Insurance Services

Depending on the needs of the client, Life Insurance may play a significant role or it may be a very small role. It really comes down to the individual client’s goals and objectives.

For Personal Planning

We understand the challenges people face today. From managing debt to saving for college to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

For Business Planning

WE BELIEVE IN A SOUND PLAN

Cornerstone Portfolios can implement and service your company retirement plan. Whether it’s a 401k, Simple IRA, Cash Balance Plan or some other plan, we can help. Our service model can help the business owner address their fiduciary requirements by keeping an up-to-date and competitive plan, maintaining all ERISA compliance, and providing employees with sound financial education.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

ANNUAL PLAN REVIEW

  • Review Overall Plan against peer group
  • Review Fund Lineup
  • Review ERISA Requirements
  • Service Check

ENROLLMENT MEETINGS

  • On-site meetings to inform employees of plan information and assist in enrolling

FINANCIAL WORKSHOPS

  • On-site workshop for employees covering various financial topics

1 ON 1 MEETINGS

  • Personal meeting regarding plan allocation, personal finances, etc.

MONTHLY NEWSLETTER

  • Newsletter providing employees with financial education