Cornerstone Financial

BUILDING A STRONG FOUNDATION

The professionals at Cornerstone Financial Partners, Ltd. are leaders in comprehensive, team-based planning and wealth management for individuals, businesses and their employees.  Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct.


As an independent firm we are committed and loyal to our customers.  We represent hundreds of large institutions in order to provide unbiased recommendations.  Our company is built on a solid foundation of excellent client service and in-depth market knowledge. Our associates have over 220 years of combined industry experience, and are prepared to guide you.


We encourage you to explore our site and learn more about the services we provide, and our associates.   

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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