An experienced investment management advisor gives you the resources to do the things you want … like retiring early or purchasing a vacation home.
When you work with a Cornerstone asset manager, you benefit from a holistic approach to financial planning.
Your Cornerstone advisor considers your goals, life stage, family situation, existing asset base, the amount of money you can comfortably invest every year, and your attitude to risk before developing a customized investment strategy based on proven financial planning principles.
The goal is to maximize your portfolio’s potential returns, while managing the amount of risk with which you’re comfortable. With Cornerstone, you receive personalized service, independent advice and access to a variety of investment products.
Cornerstone does not sell proprietary products or a one-size fits all investing system. Instead, the company’s advisors offer investment solutions from many different providers, selecting the products that best fit your short- and long-term goals.
You benefit from financial recommendations based solely on your best interests.
Your investment plan may include a mix of stocks, mutual funds, deposit accounts, insurance products, and bonds.
Smart planning and investment management allow you to enjoy life and relax today, while planning for your family’s future tomorrow.
Cornerstone can help you with:
- Portfolio analysis
- Investment solutions (mutual funds, stocks, bonds, ETFs)
- Money market
- Management of current investments
Contact Cornerstone today and begin realizing your financial goals. Or call them at 770-945-4045 to arrange a no cost, no obligation consultation.