Why Choose Financial Cornerstones?
We understand that investing and markets can be challenging. When it comes to personal finances, many individuals and families often feel uncertain. They wonder if they have enough to last their lifetimes, if their loved ones will be okay when they’re gone, and if they’re invested wisely.
But there’s a solution!
Building Your Foundation for Financial Contentment and Peace.
Faith Driven Investing
Biblically Responsible Investing is a Cornerstone of our practice.
A Trusted Advisor
Using technical skills to navigate uncertain markets.
Financial Contentment & Peace
Helping you to achieve your goals in life!
Biblically Responsible Investment Management
Implementing faith-based investing begins just like any other investment management process - looking for great investments.
Comprehensive Financial Planning
Our comprehensive financial planning process is designed to connect your financial decisions to the people and things that matter most in your life.
Retirement Income Strategies
Whether you are planning to retire in the next few years, or are already retired, having an income strategy is all about generating more money by managing multiple income streams tax efficiently.
Tax Planning & Risk Management
We conduct both a comprehensive review of your tax returns and an in-depth analysis of your risk management plan so that you can protect the resources that have been entrusted to you by God.
Legacy & Estate Planning
Our guidance can help you plan for your loved one's future while passing on the resources and values that are so dear to you.
We help you explore charitable giving strategies that are powerful tools to invest in the people and places that build the Kingdom.
"For surely I know the plans I have for you" says the Lord, "plans for your welfare and not for harm, to give you a future with hope". Jer. 29:11
Through a Relationship Together, You Receive…
A Morally Sound Investment Strategy
What if you could grow your resources while creating impact? We build and manage a portfolio based on your goals, analytical research, and additional screening to align your investments with your values (and avoid investments profiting from what goes against your values).
A Financial Plan Designed Around Your Goals
As you prepare for your next season of life, we help you create a goals-based financial plan that coordinates every element of your resources, including taxes, charitable giving and Social Security.
Technical and Fundamental Analysis of Investments
As Chartered Market Technicians, we have a disciplined and systematic understanding of market behavior that we use to help chart your course for investments
A Lifelong Financial Partner
As your personal financial advisor, we work through a close and collaborative relationship together. We are here to provide ongoing financial management, expertise, and scripture-driven guidance through every decision.
Why Financial Cornerstones?