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Call Today (916) 596-0500

Douglas Clancy “President”

Safety First

safety_first_smallWe believe in safety first!

Reasonable Return

reasonable_return_newWe will evaluate your needs and offer you potential solutions!

Keep it Simple

keep_it_simple_smallYour financial future doesn’t have to be complicated!

doug-clancyGrowing up in New Hampshire, I was taught the value of working hard and feeling a sense of accomplishment when the task was done. What my mother and father taught me about the value of hard work, integrity and “doing the right thing” is the foundation of both my personal and professional life.

I love what I do today. My wife Lisa, a CPA and I have been together throughout my entire financial service career. I often wondered why, when dealing with your investments, the two people who impact you the most never communicate. I am talking about your financial advisor, and your tax advisor. We have CPA’s with experience in tax preparation and tax planning, along with estate planning attorneys and financial advisors. We have locations in several states across the USA.

Our mission at Cornerstone Wealth & Tax Advisory Group, Inc. is to develop and nurture customer relationships by providing value added services to our customers.

Lisa and I live in Rocklin and are active in our community. We have one son, Eric. We also have two puppies that are like kids to us.

I look forward to learning how I can be of service.

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FEATURED ARTICLES

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One

Educate Yourself

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Two

Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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