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Cornerstone Financial Planners, LLC

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Cornerstone Financial Planners, LLC

Mission statement:

Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.

Overview:

Cornerstone Financial Planners, LLC is a Fee-Only financial planning and Registered Investment Advisory firm headquartered in Charlotte, North Carolina. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their networth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Cornerstone Financial Planners can help you along the way.

Your financial objectives may include:

   * Ensure retirement income
   * Reduce the burden of taxes
   * Minimize the effects of inflation
   * Create and preserve personal wealth
   * Maximize wealth transfer
   * Establish charitable legacies
   * Reduce the risk of financially devastating events
   * Foster peace of mind through proper planning today

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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