Cornerstone Financial Partners
Financial & Financial AdvisorsInsuranceInvestment CounselorsMonetary Specialists
Cornerstone utilizes a holistic approach when helping to manage a client’s financial future and is dedicated to helping clients build assets, knowledge and confidence through thoughtful, well-designed strategies. Their unparalleled approach incorporates personal service and individualized solutions, focusing on services that will not contain confusing industry jargon that leaves you discouraged and without answers.
Our areas of focus include:
Capitol Advisory for High Net Worth Individuals and Families - working to minimize taxes in retirement and maximize wealth transfer
Small Business Owners - business executive and employee benefits
Asset Accumulation - preservation of assets and transfer of capital
Special Needs Strategies - strategic alliances with attorneys for planning and trust purposes
CPA and Attorney Alliances - working to help build our partners business practices
Police Officers and First Responders - protecting those who protect us on a daily basis
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.