Comprehensive Financial Planning
We are a team of financial service professionals for real people. Our step-by-step process will help bring clarity and confidence to your financial future.
Financial Planning as it should be… Comprehensive
At Cornerstone Wealth Management our mission is to help you understand your current financial situation and to help make more informed decisions by providing you innovative strategies and exceptional service in order to optimize your personal financial wellness.
We’re a team of ordinary individuals that strives to provide extraordinary services for real people.
Our 6 step process will help guide you to make informed decisions for your financial planning.
Our experienced team of professionals provides a variety of services for your financial needs.
Explore our simple Process
Our 6 step process is tailored to your specific needs.
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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Cornerstone Wealth Management are not affiliated.
Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.
IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.
The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors.