Services
Cornerstone Financial Partners, LLC Brochure
When working with clients, Cornerstone Financial Partners, LLC strives to provide an environment of trusted guidance built on being committed to serving the needs of the client.
Individual Clients
Wealth Management
- 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