Cornerstone Financial Planners, Inc. was formed in 1984 with the simple premise that 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.
Harold Templeton is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent with the IRS, a Registered Tax Return Preparer, and the current president of Cornerstone Financial Planners. He is also a member in good standing of the Financial Planning Association and a Notary Public.
Harold earned his Illinois insurance license in 1983 and has practiced Financial Planning since then. His insurance licenses include life, health, disability, property, and casualty in the states of Illinois, South Carolina, Texas, and Virginia.
His first securities license was obtained in 1984, the same year Cornerstone Financial Planners, Inc. was established, and he has since added several additional licenses including Series 6 (investment company products and variable contracts), Series 7 (general securities), Series 22 (direct participation programs), Series 24 (general securities principal), Series 39 (direct participation programs principal), Series 63 (uniform securites agent state law), and Series 65 (uniform investment advisor law).
Harold's primary focus is on individuals and families, providing advice in all areas of personal finance, including taxes, insurance, investments, education planning, retirement planning, and estate planning. He is securities licensed in the states of AL, AZ, CA, CO, FL, GA, IL, IN, KS, MD, MO, NE, OK, PA, SC, TX, WA, and WI.
Outside his professional career, Harold currently serves as an elder, Church Chairman, and worship leader at Hope Community Church in Hoffman Estates, IL. He has participated in Bright Hope International's annual 5K Run for Hungry Children and sings in the M&M Community Choir. He recently helped pack meals for Feed My Starving Children. In past years he has held positions in statistical quality conrol, underwriting coordinator for an insurance agency, and order processor for the stock trading desk of a broker-dealer.
Ausdal Financial Partners is a broker/dealer. When we offer investments, we do so through our broker/dealer. To see a list of investment companies with which we can work (not an exclusive list), go to the Ausdal Financial Partners website and click on "Products." Investment vehicles include mutual funds, stocks, bonds, limited partnerships, etc. Without Ausdal Financial Partners we would not be able to serve your investment needs. (Insurance and tax preparation is offered independently and not through Ausdal Financial Partners.)
Ausdal Financial Partners is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Ausdal Financial Partners and Cornerstone Financial Planners are independently owned and operated.
Insurance: Life, disability, health, Medicare supplimental, and long term care insurance is available through Cornerstone Financial Planners and/or its affiliates. We do not currently offer property and casualty insurance (auto, home, umbrella, etc.)
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.