Cornerstone Group
Consultancy firm
About 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.
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.
