As the founder of Cornerstone, I have dedicated nearly two decades of my life to educating and assisting my clients through a comprehensive approach in the Northern Nevada and Northern California area. We provide a fee-based, personal guidance plan that helps clients understand how to plan for, protect, and grow their financial future. I am an advocate for comprehensive financial, investment, wealth management, and retirement planning, and I ensure that all components of my client’s financial affairs work in collaboration, producing the best possible outcome. I specialize in identifying potential loopholes of financial, accounting and estate plans, and detect where unnecessary monies are “falling through the cracks.” When it comes to planning for your financial future, it's not simply about investing; that is only one of the many paths on your journey. At Cornerstone, we take a unique, comprehensive approach, including sound financial planning, institutional investment solutions at the lowest cost possible, tax reduction strategies, and historically proven estate and legacy planning concepts.My areas of expertise include comprehensive wealth management, investment planning, tax analysis, estate planning, legacy planning, retirement planning, real estate sales and purchase evaluations, income planning, 401k rollover and retirement account distribution.PCIA Disclaimer:Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. ©2023 Cornerstone Retirement Group, Inc. - All rights reserved.