Retirement Income Planning
We believe an enjoyable and lasting retirement is dependent on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets to protect your family and one that preserves your legacy for your beneficiaries.
Legacy Planning
Legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or a charity, or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s work with others.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Insurance Strategies
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life insurance, long-term care or disability insurance, or even an annuity – insurance can provide resources when most needed.
Defined Benefit Pension Maximization
It can be difficult to know how your benefits and pension will align with your other assets and Social Security in retirement. We can review what is in place and see if all income streams will work together to support your goals.
Federal Employee Benefits
You spent a career serving the public, now let Cornerstone Financial serve you. Retirement planning can seem complicated with many options, especially for federal employees. If you are needing a partner to help you cut though the red tape and streamline the information, we are here for you by offering the following services to federal employees:
Benefit Reviews
Federal Benefits Form Completion
Health Insurance Reviews
Tax-Free Retirement Income Planning Strategies
Social Security Planning
Retirement Eligibility Reviews
Retirement Package Reviews
Long-Term Care Options
FEGLI Costs & Options
TSP Options & Fund Analysis
Ready to get started?
Interested in learning more about how we can help navigate the journey toward reaching your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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