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Products & Services

When working with clients, Cornerstone Financial Partners, LLC believes an environment of trusted guidance can best be built by being committed to serving the needs of the client.

Individual Clients

Asset Management and Wealth Protection*

  • Investment Portfolio Construction
  • Retirement Planning Strategies
  • Distribution Strategies
  • Estate Planning Strategies - Conservation And Transfer
  • Risk Management Strategies:
    • Life Insurance
    • Disability Income Insurance
    • Long Term Care Insurance

Products

  • Fixed Income Securities
  • Managed Accounts
  • Certificates Of Deposit
  • Cash Management
  • Variable Annuities
  • Fixed Annuities

Business Clients

  • Qualified Retirement Plans
    • Defined Benefit
    • Defined Contribution
    • Profit Sharing
    • 401(k), Roth 401(k), SEP, SIMPLE
    • Stock Bonus Plans
    • Employee Stock Option Plan
  • Non-qualified Retirement Plans
  • Executive Compensation
  • Business Continuation and Transfer
  • Key Person/ Buy Sell Life Insurance Solutions

Non-Profit/Local Governments

  • Qualified Retirement Plans
    • Defined Benefit
    • 403(b)
  • Nonqualified 457 plans
  • Endowment Funding Strategies

*Investment advisory services offered through Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco).