Broker Check
Virtual Office Tour The Power of Tax-Deferred Growth The Facts About Income Tax What Can a Million Dollars Buy You?

We're here for you - In the interest of the health and well being of the community we serve during the COVID-19 crisis, our offices will close effective 3-19. However we will be continuing to serve you virtually. Click here to read the full story.

We're here for you - In the interest of the health and well being of the community we serve during the COVID-19 crisis, our offices will close effective 3-19. However we will be continuing to serve you virtually. Click here to read the full story.

"Knowledge, Experience & Integrity...
Working For You"

Learn More

 

Many of my clients ask how they benefit from taking action and initiating a Financial Plan for themselves. The client will receive a detailed analysis of what it will take to reach their financial goals. They will then receive a specific action plan that will help them facilitate their financial journey.

The path of a company should be dictated by the voices of the people it serves …

  • Setting a Higher Standard
  • Pursuing Financial Independence
  • Personalized Wealth Management Strategy
  • Knowledge, Experience and Integrity Working For You
  • Comprehensive Portfolio Management


AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our communities, and our economies.
Together we’re looking ahead for new ways to face these challenges and how we can prepare now for better times. We’ve been impressed by what we’ve seen so far: The resiliency and accelerated innovation among large and small US businesses; efforts by our national, state, and local governments to support our communities; and most of all, the dedication and unprecedented cooperation among our front-line health professionals, medical researchers, and everyday people to guide us through this health crisis.




We're searching for a seasoned financial advisor looking for a fresh start where you can enjoy superior back office support and the freedom to offer your clients the products and services most suitable to them, we may be the team you are looking for. This person would not be replacing Don, but adding to our team as we continue to grow and serve our clients. Click Join Our Team for more information.




Sign up to receive weekly market updates from markets here in the U.S. and around the world. Along with these updates, you will see fun facts, general industry news, and helpful tips to help you pursue your financial goals while working with Cornerstone Wealth Management Partners.

10-19-20 Stocks Opened Higher & An Excellent Start to Earnings Season

10-12-20 Follow The Bouncing Stimulus Ball

10-5-20 A Volatile Start For October

Click here to view archived commentaries




    Helpful Content

    Money Draining Food Myths

    Money Draining Food Myths

    These food myths will really put a drain on your wallet.

    The Other Sure Thing

    The Other Sure Thing

    Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

    Problems with Probate

    Problems with Probate

    Probate can be a completely public process, or it can be managed to include as little information as possible.

     

    Four Great, Unexpected Places to Raise a Family

    Here are 4 great, and sometimes unexpected, places to raise a family.

    Investing with Your Heart

    For some, the social impact of investing is just as important as the return, perhaps more important.

    Social Media: #NewestBusinessLiabilityRisk

    Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

    Understanding the Basics of Medigap Policies

    Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

    What to Look for in Personal Finance Apps

    An increasing number have been developed to help individuals with their personal finances.

    Inflation - Back to the Future

    Even low inflation rates over an extended period of time can impact your finances in retirement.

    View all articles arrow

    Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

    Disability Income

    This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

    What Is the Dividend Yield?

    This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

    Can I Refinance My Mortgage?

    This calculator can help determine whether it makes sense to refinance your mortgage.

    Federal Income Tax

    Use this calculator to estimate your income tax liability along with average and marginal tax rates.

    What Is My Current Net Worth?

    Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

    View all calculators arrow

    Managing Your Lifestyle

    Using smart management to get more of what you want and free up assets to invest.

    An Inside Look at Retirement Living

    A number of questions and concerns need to be addressed to help you better prepare for retirement living.

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    Principles of Preserving Wealth

    How federal estate taxes work, plus estate management documents and tactics.

    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    View all presentations arrow

    From Boats to Brokers

    From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

    The Junk Drawer Approach to Investing

    It's easy to let investments accumulate like old receipts in a junk drawer.

    Can Election Results Predict the Market?

    How do the markets usually react to elections? Was the 2016 election any different?

    Keeping Up with the Joneses

    Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

    The Facts About Income Tax

    Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

    Where Is the Market Headed?

    We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

    View all videos arrow