We Empower Businesses to achieve Financial Clarity
Identify Gaps
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Close The Distance
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Create New Opportunities
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Identify Gaps | Close The Distance | Create New Opportunities |
Our Business Services
Discover the Cornerstone Wealth difference with our customizable offerings.
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Buy/Sell Planning
Exit Planning
Key-Employee Protection
Equity Compensation
Referrals to Merger & Acquisition Experts
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Retirement / Profit Sharing Plan Assistance
Pension Plans
Life and Disability Insurance
Long-Term Care Plans
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Comprehensive Plan Review
Retirement Plan Design Assistance
Non-Qualified Plan Design Assistance
Retirement Plan Conversion
Annual Plan Review
Vendor Management, Benchmarking, and Fee Analysis
Fiduciary Support
Investment Due Diligence, Selection, and Monitoring
Participant Education & Enrollment
Personal Financial Planning
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Business Value Evaluation
Strategic Planning for Sale or Succession
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Executive Bonus
Deferred Compensation
Salary Continuation
Disability-Buyout
Employee Stock Ownership Plans
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Fiduciary guidance for non-profits
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• Provide tax reduction savings & distribution considerations
• Tax-efficient investment considerations
Listen To Your Instincts
You lead your business well by choosing when to bring in experts and when to do it yourself. You are always curious about gaps in your business and the possibility of those spaces or holes negatively impacting your financial future. Listen to your gut and let’s talk, so you can take a step forward to address the problems you know you have and uncover the ones you don’t know about.
More Than Just Another Financial Advisor
Not For Everyone, Just You
At Cornerstone, we understand we can’t be everything to all businesses. But when the right partner chooses us, we are all in.
You Can Close The Distance
We can show you how. Let’s discover together where greater opportunities lie financially for your company and eliminate the weaknesses that nag at you and waste your time.
Create New Opportunities
You’ll know we are listening because we bring creative solutions that focus on your plan and end goals. With a solid plan, you gain confidence in the future.
Ell’s mentor referred her to Cornerstone when her business was at a critical stage of growth. Ell* wanted to keep her employees and figure out a long term strategy for exiting when she was ready. With Cornerstone, Ell has been working to increase the value of her business and position her employees for potentially taking over when she is ready to step down.
How It Works
Schedule a Consultation
In Business and Life, you have to like who you work with. In a consultation, you’ll get a feel for our process and our financial guides to see if we are a match for you.
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Set Goals, Create a Plan
You don’t have to continue going it alone with uncertainty, finding the right partner helps. CWG can help you close the distance for you and your business’ financial future.
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Know Greater Confidence
With a plan and understanding about new opportunities your future looks more confident.
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Be Bold and Wise
At Cornerstone Business Solutions, we know you want to be wise about your business’ financial future. In order to do that, you need an expert financial guide who specializes in business planning to provide critical insights and strategy. The problem is, you don’t know how to find the right advisor which makes you feel uncertain and some might use the word insecure.
We believe you should be able to find a partner that you feel comfortable with and provides the best guidance for you and your business. We understand the uncertainty in trying to find that partner, which is why we created a business group that focuses on the client first and specializes in business owner financial needs.
What Financial Considerations Should You Be Aware of as a Business Owner?
*Hypothetical situation presented for illustrative purposes only. This story does not describe an actual client experience or client testimonial. The information is presented to illustrate our experience and the types of clients we help.