Complete List of Financial Planning Services

Financial Planning Services

Investment Portfolio Review
Following is the complete list of financial planning services offered by Cornerstone Wealth Management.
Following is the complete list of financial planning services offered by Cornerstone Wealth Management.
Investment Portfolio Review

Our Complete List 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
  • Family net worth statement
  • Charitable planning
  • Coordinate external advisors

Real Estate Investment Planning

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

Insurance Planning

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

Business Owner Planning

  • Business planning scenarios
  • Exit planning
  • Succession and continuity
  • Key employee strategies
  • Executive compensation plans
  • Defined benefit plans
  • Executive carve-out
  • Advanced retirement 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

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

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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Financial Guidance

Cornerstone Wealth Management is recognized for its delivery of independent, comprehensive financial planning. This essential work goes beyond traditional investment planning.

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In Search of Financial Guidance for Life Transitions?

Contact us for your complimentary consultation today, and take control of your financial future in retirement.