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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

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Income Taxes Work

A quick look at how federal income taxes work.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

View all articles

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

View all calculators

When Markets React

When markets shift, experienced investors stick to their strategy.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

View all videos

Articles

How Income Taxes Work

A quick look at how federal income taxes work.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

View all articles

Calculators

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

View all calculators

Videos

When Markets React

When markets shift, experienced investors stick to their strategy.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

View all videos

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Contact

Office: 6283030677

Fax: 8583583920

phong@cornerstonefp.org