Broker Check

What We Do


Since 1969, our associates have been committed to offering objective financial guidance to our clients. You can count on us to keep up with our constantly changing tax laws as well as strategies designed to help accumulate, manage and preserve your wealth. Our services include:

  • Estate Analysis
  • Comprehensive Fee-Based Financial Planning
  • Employee Benefits
  • Asset Allocation Analysis
  • Retirement Planning
  • Business Valuation
  • Business Continuation Planning
  • Education Planning


Whether you’re planning your estate, designing an investment portfolio, or providing adequate insurance protection for your dependents, we can help you. Cornerstone Financial Group, Inc. associates are also qualified to assist your business with designing and implementing a comprehensive benefits package to help attract and retain qualified employees. Our offerings include:

  • Stocks
  • Bonds
  • Mutual Funds
  • Life Insurance (Fixed and Variable)
  • Low-Cost Term Insurance
  • Critical Illness Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Medical Expense Insurance
  • Group Medical, Disability, Dental and Life Insurance
  • IRAs and Roth IRAs
  • 401(k), Pension, and Profit Sharing Plans
  • SEP and Simple Retirement Plans
  • Structured Settlements