At Cornerstone Financial Advisers, we provide assistance in the following areas:
Do you have your corners covered?
Financial Needs Cornerstones | - Building Your Nest Egg — We utilize professional money management firms to manage your fee-based investments which are tax efficient and well diversified.
- Protecting You and Your Family — We help you develop a plan to maintain and preserve your assets, retaining the lifestyle you are accustomed to for your spouse and heirs.
- Receiving a Paycheck for Life — Provided by insurance products and subject to insurer's financial strength. We understand and want to address common concerns about outliving your assets. Our team strives to provide a steady income from your portfolio and to plan efficient withdrawals during your retirement years.
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Investments
- Managed Money Accounts
- Mutual Funds
- Bonds
- Common Stock
- Educational IRA
| - Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
| - Government Securities
- Fixed Annuities
- Variable Annuity
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Investment Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
| - 403(b) Planning
- College Plans
- Estate Plans
| - Money Purchasing Plans
- Profit Sharing Plans
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Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Tax Planning
Tax preparation and planning provided by Darryl Carter & Associates, Inc.
- Tax Return Preparation and Planning
- State Tax Return Preparation
- Representation Before the IRS
- Investment Planning Using Tax Efficient Strategies
| - Business Start Up Consulting
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
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