Our Mission Statement

For more than 28 years, Cornerstone Financial has been providing comprehensive financial planning and wealth management services to families and businesses.  We customize our financial plans to meet the goal and objectives of the individual, realizing that each client and plan is unique.

Our number one objective is work solely in our client's best interest devoting our time to creating a safeguard for their financial well-being.  Our clients always come first

Cornerstone Financial provides both an initial consultation and a financial evaluation at no cost or obligation. Our consultation and evaluation process enable us to get to know our clients, identify their goals and objectives, and understand where and how they can benefit from the services and products we provide.