Cornerstone Financial Planning is an independent advisory firm catering to successful professionals, physicians, and retirees. We serve as our clients’ financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now and in the future.

MD Preferred financial advisors are selected for their commitment to serving the health-care industry. Cornerstone Financial Planning has been named an MD Preferred Affiliated Financial Services Firm. The goals of the MD Preferred Program include identifying, acknowledging and promoting professionals who provide service excellence to the medical community.

 

Our retired clients want to live full lives without major financial concerns. They need to know their money will outlast them. They may be helping not only their children but also aging parents. Together we develop a comprehensive retirement income plan. Through prudent investment, tax reduction, and wealth protection strategies our retired clients enjoy peace of mind and spend more time doing what they are passionate about.

Today’s professionals face a myriad of challenges. We help our working clients educate their children, retire earlier and protect their families. With increasingly busy lives we simplify and organize their finances to best achieve their life goals.

Our physician clients have a very complex and unique set of financial issues. Most physicians’ lost financial potential is not caused exclusively by poor investment choices. It is a lack of coordination across the primary areas that affect their financial lives and well being. We address the following critical areas with our physicians to help them live full lives and achieve financial independence earlier than they would otherwise:

Cash Flow                                              Tax Planning   

Complete Asset Protection                  • Retirement

Debt                                                         Employee Benefits

Risk Management                                 Investment Planning

 Education                                                Estate Planning

 

What makes us different:

Independence

As an independent firm, we are not influenced by product sales or corporate ties. The driving force behind our financial planning recommendations and investment decisions is your best interest.

Comprehensive

We use a big picture approach to managing wealth and work closely with a network of professionals across many fields. We evaluate every aspect of your financial life – from tax, retirement, estate planning, to recommended asset allocations and investment solutions.

Disciplined

By staying true to our disciplined long-term perspective, and capitalizing on selective, opportunistic recommendations, our clients have enjoyed success even when the financial markets have worked against us.

Relationships

We know our clients on a deep and personal level. Your goals and dreams will be the guide to our planning efforts and we want to know them.

Service

Our entire team is committed to providing truly customized service and an overall rewarding experience starting from our first contact and throughout our relationship.

 

Contact us today to schedule your Complimentary Consultation!