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Your Financial Future

Cornerstone Financial Partners is an independent financial planning firm that focuses on people and families, not just investments.  We partner with you to build a straightforward personal financial plan that serves as a foundation for where you are today and where you want to go tomorrow.   We then help you to get there.  

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals while understanding your values and tolerance for risk. Building life-long relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular financial matter. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.