| Company: | Cornerstone Financial Coach, LLC |
| Contact: | Eric Riggenbach |
| Address: | 2018 Lewis Turner Blvd. Suite A |
| City: | Fort Walton Beach |
| State: | FL |
| Zip: | 32547 |
| Phone: | (850) 862-8082 (850) 368-8082 |
| Fax: | -- |
| Email: | Eric@CornerstoneFinancialCoach |
| Website: | cornerstonefinancialcoach.com |
About My Practice
CornerStone Financial is a Wealth Management and Estate Planning Firm.
A firm is only as strong as its people. CornerStone Financial has formed a team of professionals to offer retirement income planning and estate preservation planning.
Offering Advice Since
1990
Areas of Specialty
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: CEP, RIA
Insurance Licenses: Life, Health, Variable Annuity
Security Licenses: Series 6, 63
Other Licenses, Certifications, Designations: LUTC
Education: BA Business Administration - Cambridge
Investment Advisor Registration: RIA
Associations & Affiliations: NACFC, NAIFA
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Commissions on insurance products purchased
Trail fee on mutual funds or insurance policies
My Association with the Office or Firm
Owner/Partner
My Broker / Dealer Affiliation
CreativeOne Securities
