Concerned about a market crash? Understand the impact with a Portfolio DeepScan®
Concerned about a market crash? Understand the impact with a Portfolio DeepScan®
Through technology integration and video conferencing software, we have created a personal and immersive virtual financial planning experience that focuses on understanding YOU, before giving investment advice.
At Cornerstone Capital Planning Group, our advisors are held to a higher legal standard than most Financial advisors in the industry.
Planning first, investments next: Investment strategy should be driven by a numerically measurable end goal. This simple 5-Step approach will give you an investment strategy that has clear cut accountability.
Open Architecture gives your advisor the ability to evaluate hundreds of big name investment institutions across multiple industries. This way you can implement an investment strategy is customized to your needs.
You start by connecting with one of our licensed financial professionals, so they can get a full understanding of your financial goals and concerns. Your advisor is a real person with a designated phone number and email so that you can always contact them if need be. Through a series of virtual meetings, they will review the current progress towards your financial goals and help you understand what is necessary to achieve them.
To make things simpler for you, we have broken down our comprehensive approach into two types of services.
Each service below can have an impact on its own, but we encourage bundling multiple services together to create a comprehensive plan.
"Does your household have a strong financial foundation?"
"Do you know if you are currently on pace to hit your financial goals?"
"Do you know what is necessary to hit all of your financial goals?"
"What would happen to your portfolio if the Great Recession of 2008 repeated itself? "
"How are you diversifying savings from a tax standpoint?"
"Could your annuity & insurance policies be better aligned with your financial goals?"
"If the market crashed tomorrow, could you still retire or stay retired?"
"Do you have a retirement plan that is still with your previous employer?
Do you have a strategy in place to maximize your corporate benefits?
Will your Required Minimum Distributions move you into a higher tax bracket?
Could your wealth become multi-generational wealth?
Does your take advantage of tax deferred and tax-free savings opportunities?
At Cornerstone, our criteria for financial planning is simple. If you have a financial goal and a current investment account, we have a program for you. Each virtual financial planning program we offer caters to a different level of investment experience, so that you can choose a planning experience thats fits your level of readiness.
Price: No Cost
Some Investors like to take the planning process one account at time. Through this program we focus on one specific account and analyze how it is performing in relation to your financial objectives.
This program is recommended for the NOVICE INVESTOR
Price: Starting at $55/month
Most investors prefer a comprehensive look at all accounts, a personalized game plan to achieve their financial goals, and support implementing new strategic investments. Through this program we focus on comprehensive analysis to show where you stand today in relation to your financial objectives. Then, we help you implement a plan to achieve your goals more efficiently.
This program is recommended for MOST INVESTORS
Price: Starting at $125/month
Some investors prefer to analyze, compare, and implement investment strategies on their own. Through this program we provide additional context for those investment decisions by focusing on technical planning, such as quantification, scenario forecasting, investment allocations, and cash flow modeling.
This program is recommended for EXPERT INVESTORS
This program is recommended for
NOVICE INVESTORS
Live Meetings
Planning Services
This program is recommended for
MOST INVESTORS
Live Meetings
Planning Services
Advanced Planning Services
Review Services
This program is recommended for
EXPERT INVESTORS
Live Meetings
Planning Services
Advanced Planning Services
Review Services
When you partner with Cornerstone for our Comprehensive Financial Planning Program, 10% of the proceeds are paid directly to OWE’s Education Impact Fund. The Education Impact Fund is an investment portfolio earmarked for entrepreneurship education of students in the underdeveloped world.
OWE is a 501(c)(3) organization on a mission to empower impoverished communities by providing them with the resources necessary to achieve sustainability and independence.
Our planning first approach gives you a true understanding of what is needed to meet your financial goals, and will help you align investment decisions with a strategic purpose.
CALL NOW TO START PLANNING - 1-888-857-PLAN
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and McAdam LLC dba Cornerstone Capital Planning Group are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Copyright © 2020 Cornerstone Capital Planning Group
Building The Foundation For Financial Success ®
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