About My Practice
CornerStone Financial is a Financial Advising Firm.
We achieve to help our client's protect, maintain, and accumulate wealth.
We offer Solutions to our client's complex Insurance and Investment needs and provide Future Financial Security.
Offering Advice Since
Areas of Specialty
Investment planning and asset management
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 feed on mutual funds or insurance policies
My Association with the Office or Firm
My Broker / Dealer Affiliation
TransAmerica Financial Group