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| Additional information |
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| Cornerstone Financial Solutions, Inc. |
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Profile:
SERVICES:
At Cornerstone Financial Solutions, Inc., it’s our mission to earn our clients life-long trust by helping them simplify their lives and make wise financial decisions, delivered by an accomplished, customer-centric and financially astute team.
The professionals at Cornerstone Financial Solutions, Inc., offer the following services:
Personalized Portfolio Management
Our approach is to look at the BIG picture. Our advisors will design a personalized portfolio that is appropriate to your specific needs. It doesn’t stop there, our advisors will continue to monitor your investments and review and evaluate your portfolio performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you.
Tax Reduction Planning
Our advisors will provide skillful tax planning, including a review of your tax return to highlight opportunities for maximizing tax reduction strategies, review your tax situation and plan to incorporate any new tax law changes, offer recommendations of tax solutions including tax advantaged investments, cost basis calculation and staying up-to-date on and presenting new tax laws that can affect your situation.
Retirement Income & Distribution Planning
Our advisors will analyze your income needs now and in the future, continue to develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living, offer recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRA’s and perform analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA.
Family Wealth Planning (Estate Planning)
Advisors at Cornerstone Financial Solutions, Inc., will examine your current estate plan and concerns, collaborate with your estate planning attorney, assist you in transferring assets to your Living Trust or other trusts, and provide guidance with the appropriate and necessary steps in the event of the death of a loved one. |
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Overview:
From our two offices in South Dakota, the team at Cornerstone Financial Solutions, Inc. works with successful individuals from the Midwest and around the country to provide comprehensive financial planning for building, managing, preserving and transferring wealth. Whether already retired, nearly retired or simply planning ahead, our clients are hard-working people pursuing the financial goals they have for themselves and their families. We are privileged to help our clients find purpose, direction and meaning as they move toward those goals.
Cornerstone Financial Solutions, Inc., Fiduciary Standard
Our fiduciary obligation to you, our client, is something we take very seriously. The advisors at Cornerstone Financial Solutions work as fiduciaries when providing you advice and managing your money. |
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| History:
Founded by Gordon Wollman, President |
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