To provide comprehensive financial planning services using a non-traditional personalized approach for individual and business clients.
Cornerstone Financial Advisors Inc. has been taking a non-traditional approach to financial planning for more than 28 years. Led by founder Michael LaMaina, CFP®, ChFC®, the full-service firm has experience in all aspects of financial advice, including cash flow, retirement planning and investment management, customized for individuals. Business clients receive the same level of personal attention in the areas of executive compensation, key employee retention and life, health and disability planning.
Sound familiar? There are many financial planners – each who create plans with the goal of improving clients’ future. The Cornerstone Financial Advisors difference centers on helping individuals and businesses find money they are currently losing unknowingly and unnecessarily. When combined with a thorough discovery of client data and needs, the result is a personal plan founded on sound financial principles.
“Far too often, such findings come as a surprise. We work closely with clients and their other trusted advisors to create, implement and manage a financial course that evolves at each stage of and individual’s life or the business life cycle.” ~ Michael LaMaina, CFP®, ChFC®