Our Services

How We Can Help

Our team of experienced professionals provide objective strategies with regards to your financial needs. We are experienced on all aspects of financial, tax, investments and insurance needs. Scan our available services below and then contact us today!

Financial Planning

Cash Flow Analysis
Emergency Fund/Liquid Reserve
Debt Management
Portfolio Analysis

Protection Planning

Disability Income Insurance
Term Life Insurance
Permanent Life Insurance
Long-Term Care Insurance

Wealth Management

Retirement Income Planning
Portfolio Management
Education Planning
Special Care Planning

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Business Planning

Employee Benefits
Retirement Planning
Key Employee Coverage
Funding Strategies

Legacy Planning

Estate Planning
Charitable Giving
Business Succession

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*Additional Resources

Tax and Accounting Services
Commercial Insurance
Personal Home, Auto, and Umbrella Insurance
Trust Services

*These additional resources are offered by unaffiliated firms through outside business entities and are not offered by Cornerstone Wealth Management. IFP does not provide or supervise these services.

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Still have questions? Ready to see if we’re a good fit? Don’t worry we’ll answer all your questions. Contact our team today!

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.

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.