Life is a journey with many milestones along the way. Some of these are happy and memorable moments, such as buying your first home, welcoming your first child, or starting a new business. However, there are other life changes that could impact your financial well-being, including divorce, bereavement, unexpected employment loss and critical illness.
Your Cornerstone Capital Financial Group (CCFG) team will help you prepare for all of these life changes. Together, we will craft a comprehensive life plan that covers all the bases: a retirement savings plan that works hard to fund your future, tax planning to minimize retirement and estate tax implications, and organizing your financial information to ensure your final wishes are communicated thoroughly.
As you plan you’ll find peace of mind, knowing that your loved ones will be spared from making these decisions after you’re gone. We’re here to educate you about your options, empower you to make the changes that are right for you, and enrich your life with the peace of mind that comes from having a solid financial life plan.