With decades of experience, our firm offers pre-retirees, retirees, teachers and federal employees help with their customized retirement plans.
• Retirement Income Planning
• Money Management
• Life Insurance and Annuities
• Legacy Planning
• Social Security Planning
• Medicare Planning
• Long-Term Care Planning
• Tax Planning (with tax professional)
Retirement May Be the Biggest
Decision You’ll Ever Make
You’ve spent a lifetime amassing your retirement savings. While you’ve been a great saver, one day you’ll decide to retire and stop working. Suddenly, things will change overnight. You’ll be faced withdrawing funds from your accounts instead of pouring money into them. How much should you withdraw? How do you keep from running out of money in the future? Which accounts should you draw from? Will you owe taxes? What happens if there is a stock market crash? Cornerstone is by your side before and throughout your retirement to help.
Cornerstone Wealth Advisors Focuses
on Pre-Retirees and Retirees
At Cornerstone, we focus on protecting your savings and helping you turn the money you’ve saved into a reliable stream of retirement income. It’s important to start early—from five to 10 years before retiring—in order to help mitigate taxes, especially if you have a lot of money saved in pre-tax qualified accounts like 401(k)s. We will help you define your retirement goals, as well as identify the many risks you face in retirement—including market risk, inflation risk, interest rate risk, risk of needing long-term care and much more.
Cornerstone Wealth Advisors’
Retirement Services
Do you have lot of your money saved in pretax 401(k), 403(b), 457 or TSP (Thrift Savings Plan) accounts? We can work with you to help you develop a custom, tax-efficient retirement plan that can help you preserve your capital while addressing the many risks you face in retirement, including the risk of outliving your savings, losing a spouse’s income, or needing long-term care. We have more than four decades of experience and have helped clients through many economic headwinds and downturns. Our goal is for you to enjoy the retirement of your dreams.
