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.

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HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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