3541 Old Conejo Road
The Hills and Valleys of Investing
Understanding the cycle of investing may help you avoid financial pitfalls.
How to Retire Early
Retirement may be your most important financial decision ever – please don’t rely on a rule of thumb or oversimplified online calculation.
The Road Ahead
Life changes. Your financial plan should, too. Let's talk if your circumstances have changed.
Clarity. Comfort. Confidence.
Discover the freedom that comes with having a financial plan that fits your life.
Our mission is your financial independence!
We provide an investment management system, primarily for individuals whose goal is not to be rich, but who want a comfortable lifestyle, along with financial confidence and clarity. Our process puts all the pieces of the financial puzzle together into a complete picture, which works through different life stages.
At Cornerstone Financial Advocates, we help clients connect three of the most important areas of their lives, so they can enjoy life with more confidence about their finances.
This can be family, friends, home, the perfect getaway spot, or a charity that’s near and dear to your heart – it’s the people, places and causes that bring you joy.
If we painted a picture or told a story of your best life - what it should look like today, and in the future, these are the activities that bring you satisfaction and happiness, such as a great career, spending time with family and friends, enjoying retirement, volunteer work, travel or hobbies.
This is where we come in. Our goal is to help you have the financial means to support the other two areas of your life. We help you to transcend the stress of investing, so you have the freedom to enjoy life with comfort and confidence.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is distinct and has their own definition of financial independence, which means no one financial strategy fits all.
At Cornerstone Financial Advocates, we strive to create a personalized financial roadmap to guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to establish long-term relationships built on trust, honesty and integrity.
Budgeting, Saving, Investing, 401k, Roth IRA
Lifestyle, Work-Life Balance, Financial Planning, Setting and Pursuing Goals
Generate Income, Preserve Capital, Enjoy Life, Leave a Legacy, Estate Planning, Live with Purpose