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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

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

9 Facts About Social Security

There are things about Social Security that might surprise you.

How Income Taxes Work

A quick look at how federal income taxes work.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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How Long Will Your Money Last?

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Articles