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MENU OF SERVICES

Investment Planning

  • Portfolio review
  • Monte Carlo analysis
  • Risk Reward Analysis
  • Asset allocation
  • Research and selection
  • Portfolio management
  • Monitoring and reporting
  • Annuities
  • Alternative investments
  • Tax-advantaged investing

Financial Planning

  • Comprehensive financial planning
  • Retirement income analysis
  • Social Security
  • Healthcare
  • Medicare
  • Retirement scenario planning
  • Earliest retirement
  • Real estate buy-sell scenarios
  • College savings
  • Family net worth statement
  • Charitable planning
  • Coordinate external advisors

Insurance Planning

  • Insurance scenarios
  • Survivorship
  • Disability income
  • Long term care
  • Annuity income
  • Business insurance solutions
  • QLACs

Business Owners Planning

  • Business planning scenarios
  • Exit Planning
  • Succession and continuity
  • Key employee strategies
  • Buy-sell agreements
  • Executive compensation plans
  • Defined benefit plans
  • Executive Carve-out
  • Advanced retirement planning

Estate Planning

  • Estate planning analysis
  • Estate scenario flow charts
  • Beneficiary review
  • Dynasty Trust
  • Generation Skipping Transfer
  • CRATs, CRUTs, CLATs, CLUTs
  • GRATs, GRUTs, QPRTs, IDITs
  • ILITs, FLPs, SCINs
  • Multi-generational transfers
  • Post-mortem strategies
  • Charitable giving
  • Family legacy
  • Liquidity and transfer
  • Private Foundations
  • Donor Advised Funds

Real Estate Planning

  • Real estate planning
  • Buy/sell scenario planning
  • Cash flow analysis
  • Investment real estate disposition scenario planning
  • Real estate tax planning

Tax Planning

  • Tax planning scenarios
  • Stock options and restricted stock
  • Tax management
  • Tax loss harvesting
  • Highly appreciated assets
  • Investment tax management
  • Estate and settlement costs
  • Highly concentrated positions

Third party service providers

  • Trust management and administration
  • Custodial services
  • Securities-based lending
  • ACH and auto deposit
  • Check writing
  • Secure, encrypted electronic vault
  • 401k Third party Administrators (TPA)
Download Menu of Services - PDF

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Cornerstone Wealth Management, Inc.
2400 Camino Ramon, Suite 175
San Ramon, CA 94583
(925) 824 2880

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* Cornerstone earned this distinction in 2008 by being nominated by Worth Magazine readers and industry peers, and then being selected by Worth editors based on attributes including credentials, approaches to customer service, portfolio management and risk, as well as insights into the current investment environment.

CA insurance licenses 0D92796, 0G10586 and 0M15227.

The financial consultants at Cornerstone Wealth Management, Inc. are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial Planning offered through Cornerstone Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered Representative associated with this site may only discuss and/or transact securities business with residents of the following state(s): CA, CO, HI, MA, NV, OH, TX, NY, OR

© Copyright 2019 - Cornerstone Wealth Management, Inc. All rights reserved.

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