Cornerstone Financial Strategies, LLC
At Cornerstone Financial Strategies, we understand people try to hire the best professionals (attorney, CPA, financial advisor, etc.) at what they do; but often fail to have them communicate as one team with the same goal—your desires and values. This is why at Cornerstone Financial Strategies, we offer values-based (what’s most important to you), comprehensive (corralling all the pieces of the puzzle) financial planning. Since money is not the most important thing in life, we ensure your custom-catered, personalized solution will take into consideration your most important goals aligned with your most deeply held values.
To provide guided self-discovery for individuals, families and business owners, in order to gain clarity about their values and goals, helping them achieve quality of life and maintain financial independence over multiple generations. We assist this effort by: Bringing creative design ideas in the areas of retirement, wealth management, estate, gift and legacy planning. Coordinating the client’s team of key advisors including their CPA and attorney. Acting as catalyst and advocate to get things done.
Address: 505 Broadway, Suite 400, Tacoma, WA 98402, USA
Phone: +1 253 756 2003
FAX: +1 253 756 2001
