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Cornerstone Financial Consulting (CFC)

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Cornerstone Financial Consulting (CFC)

Overview:

Your goals deserve the strength and support of an experienced financial team – planners and advisors with advanced degrees and professional designations who hold themselves to the highest standard when managing the investments of the institutions and individuals they serve. Welcome to Cornerstone Financial Consulting of Raymond James, where every action is weighed with your best interest in mind.
For more than 16 years, we have been dedicated to managing investments for reinsurance professionals, applying advanced analysis and reporting to assist in the design of their investment policies. We have established relationships with several NAIC-approved banks and trustees for the administration of trusts, streamlined the account-opening process for both reserve trusts and surplus accounts, and offer competitive fee schedules discounted by consolidating assets under management.

Many clients initially assume they could just ask their personal financial advisor to assist them with the management of their reinsurance company assets. We know better. The complexities and intricacies of reinsurance is no place for anything less than an experienced professional.

History:

Cornerstone Financial Consulting founder Robert Burghart first began working with reinsurance companies back in 1999 when he assisted a service contract company with the development and implementation of its CFC program.

Today, Cornerstone Financial Consulting has grown to include a full team of experienced and credentialed professionals who work together, applying their individual areas of expertise in the reinsurance arena, as well as company retirement plans and private wealth management for affluent families and individuals.

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