Cornerstone Financial Planners, Inc.

Financial and Estate Planning for Everyone

Cornerstone Financial Planners, Inc. was formed in 1984 with a simple premise:  everyone, regardless of income level, should have access to financial and estate planning services.  We still believe in that premise and you'll notice the words "Financial and Estate Planning for Everyone" near the top of our letterhead.

Whether it's budgeting, debt reduction, insurance, investments, tax preparation, retirement planning, education planning, college expense reduction, or advanced estate planning, let us know your needs.  We're glad to help in whatever way we can.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

More Newsletters →