We are open for business!

We are open for business!

While it is a good idea for most business offices to remain closed during this period (and in fact, some areas it is mandated), Cornerstone is set up technically to provide the same level of service remotely that we offer from our physical office. We have access to many items you might need during this time. So, please call if you would like. 925-824-2880. We want to assist you with your questions and concerns.

This offer extends to others in your lives who may feel unsettled and would like to talk. While they might have investment accounts or an investment plan, most do not have a financial plan to answer questions like “will I be ok?”

We are walking through history. There is no need for you or your friends to walk through this alone.


January 2021: The Beginning of the End

Happy New Year! It’s not over yet. Healthcare workers continue to perform heroically, while the rest of us must continue to make sacrifices until vaccines


Are You Prepared to Retire into a Recession or Market Correction?

Download Your Free 15-Point Checklist of Insider Tips to help decide if you’re on track.

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