CBC helps people and businesses achieve success by being our clients most trusted advisors. In our lives we have many advisors that micro-manage specific areas. At Cornerstone we macro-manage it all to help educate our clients to success.
The solutions may be different for everyone, because everyone’s situations are different. However, in every situation we eliminate failure opportunities as much as possible. We do this by focusing on protection, create a generous amount of cash that can be accessed by focusing on savings, and leverage current assets to maximize tax free opportunities when available to create predictable growth. This process is used in our college planning, business succession, legacy planning, charitable giving, retirement planning, business growth, and retirement maximization planning.