Our Services

Investment Options

Because we are independent advisors, we have a wide range of investment products and customize the ones we use based on each client’s distinct needs and situation. Our affiliation with LPL Financial means we have no proprietary investment products to sell – our only objective is to choose the right investments for each client.

529 Accounts | Alternative Investments | Annuities | Bonds – Corporate, Municipal, Treasury
 Brokerage Accounts | CDs | Government Securities | Money Market | Mutual Funds | Roth IRA
Separately Managed Accounts | SEP IRA | Simple IRA | Stocks | Traditional IRA | Treasuries

Financial Planning

For clients who want more comprehensive services, we provide financial planning that can help align other areas of your financial life – not just investments – with your values and goals.

401(k) | 403(b) | Asset Allocation | Cash Flow | Charitable Giving | College Savings | Defined Benefit
Estate Considerations | Insurance Needs | Money Management | Money Purchasing | Profit Sharing
Retirement Withdrawal Strategies | Small Business Retirement Plans | Tax Planning

Comprehensive Wealth Management

Together, the services we offer provide clients with wealth management services, which is much more comprehensive than just investment management. Our process puts all of the pieces of the financial puzzle together into a complete picture, which works through different life stages.

We understand the many challenges of life and know the biggest concern for many is outliving their money. We look at and plan for the big picture both now and in the future – and as life changes, whether planned or unexpectedly – to keep the many aspects of your financial life on track.

Financial Organization

We are strong believers that an organized financial life is an important part of a sound financial plan. It’s helpful not only for you to have information at your fingertips but also for others to access in case of an emergency.

At Cornerstone Financial Advocates, financial organization includes three key elements:

  1. Personal Financial Portal - This website connects all pieces of your financial life, so you can see a complete financial picture. This helps you feel confident that you're on track for both short- and long-term goals.

  2. Secure Electronic Vault - Within your Personal Financial Portal is an area for you to upload important documents, whether related to your financial life or otherwise. It's a central location that you can use and know documents are safe in one secure location. 

  3. Critical Information System - This is a "grab and go" small file box with hard copies of your essential documents that you may need in an emergency trip to the hospital. 

Estate Planning 

Ready to get started on a financial plan that's customized for you?

Thank you!