Our Services
How Do We Help Our Clients
Cornerstone Financial Strategies Inc. is a professional firm working exclusively with mature senior investors to help protect their financial assets and standard of living.
Estate Planning -- We show you how to help mitigate estate taxes, which are paid by the deceased’s estate when in excess of $5 million. Even if you have a living trust your estate in excess of the exclusion amount may still be subject to estate tax unless you take steps to minimize this exposure .
Long Term Care protection or qualification for Medicaid -- We act as brokers (not salespeople) to help find you the best fitted coverage within your budget for long term care protection .
Investment Management -- Make the appropriate investment choices given your tolerance for risk.
Retirement Planning -- Ways to invest and distribution strategies for IRAs, Rollovers and Pensions.
Annuities and Insurance -- To help shelter assets and defray taxes.
Educational Seminars-- Educates seniors about their alternatives and pitfalls to avoids. We holds seminars weekly in New Jersey. Please call for time and location.