Concerned about a market crash? Understand the impact with a Portfolio DeepScan®
Concerned about a market crash? Understand the impact with a Portfolio DeepScan®
At Cornerstone Capital Planning Group we have taken the ambiguity out of financial planning. Our unique analysis and strategy offerings are intentionally crafted to make your online financial planning experience easy to understand and fully customizable.
Our planning first approach takes into account six key areas that are interconnected with your financial goals. Some categories will be more important to you now than others. However, at some point each key area should be addressed to achieve a financial plan that is comprehensive in nature.
There are two main ways that we help
Each service 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 NOVICE INVESTORS
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 like 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
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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