Cornerstone Financial Advisors

Business Highlights

Coordinating With Your Tax And Legal Advisors EDUCATION FUNDING - Recommending Investment And Accumulation Strategies To Help You Pay For Your Children's Education EMPLOYEE AND EXECUTIVE BENEFITS - Helping Your Business Attract And Retain Qualified Employees Through Benefit Packages ESTATE PLANNING - Reviewing Your Wills And Trusts Helping Preserve Your Estate For You Intended Heirs Helping With Beneficiary Designations Reducing Exposure To Estate Taxes And Probate Costs INVESTMENT PLANNING - Determining Your Asset Allocation Needs Helping You Understand Your Risk Tolerance Recommending The Appropriate Investment Vehicles To Help You Work Towards Your Goals Life Insurance Quotes Most Companies Represented No Obligation Ohio National Life, Lincoln National Life, Midland National Life, Ameritas Life Over 25 Years Experience! Over 30 Years Experience! RETIREMENT PLANNING - Making The Most Of Your Employer-Sponsored Retirement Plans And IRAs Determining How Much You Need To Retire Comfortably Managing Assets Before And During Retirement RISK MANAGEMENT - Reviewing Existing Insurance Policies Recommending Policy Changes When Appropriate Finding The Best Policy For Your Situation TAX MANAGEMENT - Looking For Ways To Help Reduce Your Current And Future Tax Burden Referring You To Qualified Tax Specialists www.cornerstonefinancialidaho.com