bbb-logo

Call Today (916) 596-0500

Keeping it Simple

Here at Cornerstone Wealth and Tax Advisory Group, Inc. we understand how complicated it can seem out there trying to figure out what to do with your hard earned money. We believe in a simple easy to understand approach that will actually help you understand how everything works. We know that just reading your statement sometimes can be frustrating and complicated. Again we believe in simplifying things and making it easier to understand. We do annual client reviews either by phone or in person and we provide you a simple easy to read and understand summary of your accounts.

It is our goal that all our clients have less money stress and sleep better at night knowing their money is in a safer place where the principal is protected. Call us today and set a time and meet with one of our representatives and allow us to explain in detail how it all works. We can tell you quickly if what we do is right for you, suitable for you and then you can decide if you like it or not. No pressure, no fancy sales tactics, just a straight forward honest simple up front approach to what can be a complicated decision.

Call (916) 596-0500

keep_it_simple

MARKET UPDATES


1 DOW 22,026.65
+27.66 (0.13%)    
2 S&P 2,468.26
+3.65 (0.15%)    
3 NASDAQ 6,343.48
+10.47 (0.17%)    

FEATURED ARTICLES

one_small

One

Educate Yourself

Learn More
two_small

Two

Understand the Basics

Learn More
three_small

Three

Who's who in a Fixed Index Annuity

Learn More
four_small

Four

Understand the Benefits

Learn More
five_small

Five

Tax Deferral

Learn More
six_small

Six

Indexed Interest Potential

Learn More
seven_small

Seven

Protection Benefits

Learn More