About Us

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.

Harold Templeton, CFP^® is a CERTIFIED FINANCIAL PLANNER™ and the current president of Cornerstone Financial Planners.  He earned his Illinois insurance license in 1983 and has practiced Financial Planning since then.  He obtained his first securities licensing in 1984, the same year Cornerstone Financial Planners, Inc. was established, and has since added several additional licenses.

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 AR, AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, SC, TX, VA, and WI and insurance licensed in the state of IL.

Harold is a member in good standing of the Financial Planning Association.  He also sings in the M&M Community Choir and participates in Bright Hope International's annual Run for Hungry Children.

Ausdal Financial Partners is a broker/dealer.  When we offer investments or insurance, we do so through our broker/dealer.  To see a list of investment and insurance companies with which we can work (not an exclusive list), go to the Audal Financial Partners website and click on "Products."  Investment vehicles include mutual funds, stocks, bonds, limited partnerships, etc.  Insurance products include life, disability, and long term care.  Without Audal Financial Partners we would not be able to serve your investment needs.  (Health insurance and tax preparation is offered independently and not through Audal Financial Partners.)

Audal Financial Partners is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the Municipal Securities Rulemaking Board (MSRB).   Ausdal Financial Partners and Cornerstone Financial Planners are independently owned and operated.

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.