Cornerstone Group

We specialized in individual financial planning. Our professionals work as a team to provide well financial planning services, such as retirement and estate planning, investment planning, risk management and education funding analysis. We create a customized financial plan to your needs and help you implementing agreed-upon recommendations. We provide ongoing supervision of investments in mutual funds as well as in separately managed accounts with third-party investment managers.

Besides personal financial planning, we also provide corporate solutions, such as business planning, business succession planning, employee-benefits planning and asset protection planning using various financial tools such as general insurance, trust and etc.