Questions about Cornerstone Financial Advisory
What is Cornerstone Financial Advisory?
Cornerstone Financial Advisory is a certified financial planning firm located in Indianapolis, Indiana, that helps families create coordinated paths for saving, investing, and mindful tax moves. The team operates with a focus on diversification, costs, and rebalancing within a broader plan, while also considering estate planning steps alongside charitable planning.
Where is Cornerstone Financial Advisory located and who does it serve?
The firm is situated just off I-465 at Keystone at the Crossings, approximately 20 miles north of downtown Indianapolis, serving neighbors in Carmel, Fishers, and beyond. This convenient location allows for in-person, phone, or Zoom conversations to discuss financial strategies tailored to individual needs.
How can a potential client get started with Cornerstone Financial Advisory?
Clients can begin their journey with a no-obligation phone call or meeting to determine how the firm can help them thrive. The process involves reviewing cash flow, risk tolerance, and timelines to set a course that can be revisited as life changes occur.
What specific financial services does Cornerstone Financial Advisory provide?
The firm offers a range of services including tax planning, retirement planning, investment management, and generosity strategies to help families align their finances with their values. Additional support includes insurance planning, college savings plans, and term life insurance plans.
Who are the key advisors at Cornerstone Financial Advisory and what are their qualifications?
Tim Flick, the founder, holds the titles of CFP® and CKA® (Certified Kingdom Advisor®), ensuring that the financial advice aligns with biblical principles and deepest values. Another advisor, Mike Dunn, also holds the CFP® designation, providing rigorous education and ethical standards for the team.
What unique approach does Cornerstone Financial Advisory take regarding faith and financial planning?
The firm emphasizes that finances offer one of the greatest opportunities for faithfulness, creating a resource called 'Let's Plan to Thrive' to help Christian families close the gap between typical advice and a framework aligned with biblical principles.
What are the business hours and communication methods for Cornerstone Financial Advisory?
The firm operates Monday through Friday from 9 a.m. to 5 p.m., providing availability for in-person, phone, or Zoom conversations to discuss financial strategies.
How can clients contact Cornerstone Financial Advisory?
The firm's contact information includes the phone number (317) 947-7047 and the email address [email protected] for scheduling meetings or inquiries.
What is the firm's stated mission and approach to client relationships?
The firm's website mentions that they are proud to call Indiana home and serve their neighbors on their financial journey, emphasizing a personalized, client-focused advice approach.
What free resources does Cornerstone Financial Advisory offer to its clients?
The firm's website highlights that they offer free resources, including free events and courses, to help clients plan with wisdom and thrive with faith.
What are the specific location details for Cornerstone Financial Advisory's office?
The firm's website states that they are located just a few miles north of downtown at Keystone at the Crossings, making it accessible for clients in Indianapolis and surrounding areas.
What are the regulatory affiliations and structures of Cornerstone Financial Advisory?
The firm's website mentions that they are a Registered Investment Advisor through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, and operates with securities offered through Registered Representatives of Cambridge Investment Research, Inc.
What is the official website of Cornerstone Financial Advisory?
The official website of Cornerstone Financial Advisory is cornerstonefinancialadvisory.com.
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About Cornerstone Financial Advisory
Planning often starts with a simple conversation about what matters most—security, flexibility, and the future you want to build. At Cornerstone Financial Advisory, a certified financial planner helps translate those goals into a coordinated path that covers saving, investing, and mindful tax moves. Rather than one-size-fits-all, the process reviews cash flow, risk tolerance, and timelines, then sets a course you can revisit as life changes. For portfolios, the firm operates with the care you would expect from an asset management company, focusing on diversification, costs, and rebalancing within a broader plan. Estate planning steps are considered alongside charitable planning, so beneficiary choices, account titling, and giving strategies align with your intentions. Clients in Indianapolis, IN can schedule regular check-ins to measure progress, adjust allocations, and address new milestones like a home purchase, a business event, or retirement. The approach keeps financial planning, investment management, a
- Phone
- (317) 947-7047
- [email protected]
- Address
- 3815 River Crossing Pkwy #100, Indianapolis, IN 46240
- Categories
- Financial services, Real estate
