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I had a satisfactory experience with a financial planning company. The team was helpful in creating a plan to meet my goals, but I expected a bit more proactive communication and guidance. Overall, it was an average experience.
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Cornerstone Planning Group, LLC: Your Trusted Independent Financial Planning and Investment Management Firm
Cornerstone Planning Group, LLC is an independent financial planning and investment management firm that provides comprehensive financial planning services to individuals, families, and businesses. The company was founded with the mission of helping clients achieve their financial goals through personalized advice and guidance.
At Cornerstone Planning Group, LLC, we understand that every client has unique financial needs and goals. That's why we take a holistic approach to financial planning by considering all aspects of our clients' lives – from their current financial situation to their long-term aspirations. Our team of experienced professionals works closely with each client to develop a customized plan that addresses their specific needs.
Our Services
We offer a wide range of services designed to help our clients achieve their financial objectives. These include:
1. Retirement Planning: We help our clients plan for retirement by developing strategies that maximize retirement income while minimizing taxes.
2. Investment Management: We provide investment management services designed to help our clients build wealth over time while managing risk.
3. Estate Planning: We work with our clients to develop estate plans that ensure the smooth transfer of assets from one generation to the next.
4. Tax Planning: We help our clients minimize taxes through effective tax planning strategies.
5. Insurance Analysis: We analyze insurance policies for adequacy in coverage as well as cost effectiveness in order for you not be under or over insured.
6.Business Succession Planing :We assist business owners in creating succession plans so they can pass on their business legacy without any hiccups .
Our Approach
At Cornerstone Planning Group, LLC ,we believe in building long-term relationships with our clients based on trust and mutual respect . Our team takes pride in providing personalized service tailored specifically for each client's unique needs .We are committed towards providing unbiased advice which is free from any conflict of interest .
Our team consists of highly qualified professionals who have years of experience in the financial planning industry. We stay up-to-date with the latest trends and developments in the financial world to ensure that our clients receive the best possible advice.
Why Choose Cornerstone Planning Group, LLC?
Choosing a financial planning firm is an important decision that can have a significant impact on your financial future. Here are some reasons why you should choose Cornerstone Planning Group, LLC:
1. Independent: As an independent firm, we are not tied to any particular products or services. This means that we can provide unbiased advice based solely on what is best for our clients.
2. Experienced: Our team of professionals has years of experience in the financial planning industry and stays up-to-date with the latest trends and developments.
3. Personalized Service: We believe in building long-term relationships with our clients based on trust and mutual respect .Our team takes pride in providing personalized service tailored specifically for each client's unique needs .
4. Comprehensive Services: We offer a wide range of services designed to help our clients achieve their financial objectives.
5. Commitment to Excellence :We are committed towards providing unbiased advice which is free from any conflict of interest .
In conclusion, if you're looking for an independent financial planning and investment management firm that provides comprehensive services tailored specifically for your unique needs , look no further than Cornerstone Planning Group, LLC . Our experienced professionals will work closely with you to develop a customized plan designed to help you achieve your long-term goals while minimizing risk along the way . Contact us today to schedule a consultation!
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