Experienced wealth management to help you invest wisely, build wealth, and live the life you want. We understand your mixed emotions: you look forward to retirement, but you worry if you've been able to save enough, what you might have missed, and if you'll be financially set. Since 2003, we've helped families take control of their financial futures, depending on their unique circumstances.
Contact us for your complimentary consultation today, and take control of your financial future in retirement. We have the empathy, tools and experience to help prioritize and pursue your financial goals. We bring all the parts together into The Every Day is Saturday Retirement Plan, providing you with more confidence and clarity.
Contact us for your complimentary consultation today, and take control of your financial future in retirement. We have the empathy, tools and experience to help prioritize and pursue your financial goals. We bring all the parts together into The Every Day is Saturday Retirement Plan, providing you with more confidence and clarity.
Services
Cornerstone Wealth Management is recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning. Contact us for your complimentary consultation today, and take control of your financial future in retirement. The registered representatives are with and Securities and advisory services offered through LPL Financial, a registered investment advisor.
But because a plan is what many clients hope for, some advisors position themselves as "planners" to increase their marketability. A comprehensive financial planner considers each financial decision's merits to all other matters in a family's finances. This is also known as looking at the big picture.
Forget the rules of thumbs you have heard from media and well-intended friends about retirement income. Following this advice can weaken your financial condition. For example, taking Social Security income benefits at age 62 - the first possible year - is what 70% of recipients choose. As a result, they lock in a reduced income benefit for the rest of their lives.
A frequently asked question in planning for retirement income is, "when should I/we take social security income?" According to the Social Security Administration, 70% elect to trigger this benefit at age 62 when it first becomes available, locking in a 25% lower income for the rest of their lives. Understanding the consequence of a wrong decision becomes more important as life expectancy increases.
Healthcare planning for retirement should not be left to chance. Our work with pre and current retirees has given us considerable experience with healthcare planning. Among the different retirement planning matters, Healthcare is one where most people feel less confident. The task of navigating pre-Medicare private insurance, Medicare, and the unsettled state of Healthcare in this country contribute to this uncertainty.
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