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.
Newsletters
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?