Financial Advisor, Rjfs : Ms-Financial Planning, Cfp®, Chfc, Cmfc®, Chfebc℠, Crps®, Awma®, Aams®
CurrentFrom our two offices in South Dakota, the team at Cornerstone Financial Solutions, Inc., works with successful individuals from the Midwest and around the country to provide comprehensive financial planning for building, managing, preserving and transferring wealth.Whether you are already retired, nearly retired or simply planning ahead, we are privileged to help you find purpose, direction, and meaning as you move toward the financial goals you have for yourself and your family.Our clients can expect a professional approach to financial planning and a personal relationship that is valuable and enriching.The financial advisors at Cornerstone Financial Solutions design personalized plans for retirees and pre-retirees based on individual needs and life goals. Our array of services include personalized portfolio management, investment strategies, tax reduction, retirement income distribution, insurance planning and estate planning for family wealth preservation.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Cornerstone Financial Solutions Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section.Federal Seminars and ChFEBC℠, Inc. owns the symbol marks ChFEBC℠, chartered Federal Employee Benefits Consultant℠ and ChFEBC℠, logo in the U.S. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
