Financial and Estate Planning for Everyone

Harold Templeton helped form Cornerstone Financial Planners, Inc. back in 1984.  We did so 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, or advanced estate planning, let us know your needs.  We're glad to help in whatever way we can.