Menu of Services – Cornerstone

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)

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