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.

11-16-20 Q3 Results Brighten 2021 Picture

11-9-20 Market-Friendly Election Outcome

11-2-20 Record GDP on the Eve of the Election

Click here to view archived commentaries




    Helpful Content

    Financial Aid for Students 101

    Financial Aid for Students 101

    Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

    Four Great, Unexpected Places to Raise a Family

    Four Great, Unexpected Places to Raise a Family

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

    Fallen Tree Damage—Who Pays?

    Fallen Tree Damage—Who Pays?

    Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

     

    How Does Your Credit Score Compare?

    Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

    Critical Estate Documents

    Sound estate management includes creating financial and healthcare documents. Here's an inside look.

    The Business Cycle

    Understanding the economy's cycles can help put current business conditions in better perspective.

    Spotting Credit Trouble

    The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

    What Is an Annuity?

    Annuities are versatile tools that can help you save for retirement and generate income in retirement.

    A Look at Diversification

    Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

    View all articles arrow

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Taxable vs. Tax-Deferred Savings

    Use this calculator to compare the future value of investments with different tax consequences.

    Lifetime of Earnings

    Estimate how much you have the potential to earn during your working years.

    Assess Your Life Insurance Needs

    This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

    Disability Income

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

    How Compound Interest Works

    Use this calculator to better see the potential impact of compound interest on an asset.

    View all calculators arrow

    Investment Strategies for Retirement

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

    Protecting Those Who Matter Most

    The importance of life insurance, how it works, and how much coverage you need.

    Your Cash Flow Statement

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

    5 Smart Investing Principles

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

    Principles of Preserving Wealth

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

    Managing Your Lifestyle

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

    View all presentations arrow

    Choosing a Mortgage

    Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

    Events on Wall Street

    Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

    The Other Sure Thing

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

    Perception vs. Reality

    There’s an alarming difference between perception and reality for current and future retirees.

    The Cycle of Investing

    Understanding the cycle of investing may help you avoid easy pitfalls.

    The Power of Tax-Deferred Growth

    Why are 401(k) plans, annuities, and IRAs so popular?

    View all videos arrow