What Services Are Available From Cornerstone Financial?


Quick Answer

Cornerstone Financial provides services such as estate planning, employee benefits, investments, retirement income solutions, business planning and insurance. The company provides many types of insurance including long-term care and medical insurance, Medicare supplement, tax reduction planning, disability and salary continuation, and wealth transfer, according to Cornerstone Financial.

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Full Answer

In the investments services category, Cornerstone Financial provides legacy planning, deferred compensation, college funding, wealth transfer and investment needs analysis. It also offers tax reduction planning and wealth accumulation services, explains the Cornerstone Financial website. The company assists individuals in determining how to handle an IRA or 401(k) plan. In addition, Cornerstone helps individuals determine how to generate income during retirement.

Cornerstone Financial provides estate planning services such as gift planning, wealth and business transfers, charitable estate preparation, and Medicare supplement and Social Security planning, notes the company's website. Individuals looking for business planning services can find assistance with selling or transferring a business at Cornerstone Financial. Cornerstone provides assistance with developing buy/sell business agreements and executive benefit carve-out planning. Cornerstone Financial also provides employee benefits including disability and salary continuation, planning and implementation of employee benefits, and 401(k) rollovers and distributions. In addition, the company offers trainings and seminars about employee benefits.

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