Cornerstone Profiles
Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Our Company
At Cornerstone Portfolios, we have the client and only the client in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today. From managing debt, to saving for college, to retirement; these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Contact Us
Address
6201 Hamilton Blvd
Suite 209
Allentown, PA 18106
Phone
(610) 973-5334
