3541 Old Conejo Road,
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
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
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.
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: