About Cornerstone Wealth and Tax Advisory Group, Inc.
We at Cornerstone Wealth and Tax Advisory Group work with people of all ages.
Helping them keep their principal protected from risk. We work with our clients by asking questions to determine what is best for each person individually. We work with our clients to help protect, grow and preserve their assets.
- Strategies to feel good about preparing for retirement
- Strategies that can help rebuild your financial needs
- Strategies in challenging times
- Strategies to help achieve financial goals
- Strategies to help achieve your long-term financial goals
- Alternative products in challenging times
- Feel good about your retirement strategies
- Feel confident about your retirement savings strategies
- How you can get income that you won’t outlive*
- Information about IRA’s and tax deferral characteristics **
- Things to think about that may be more appropriate for your financial needs
- How our clients have kept their money safe from market declines
- Options that let you avoid taxes on IRA distributions**
- Products that keep your principal safe from market declines*
*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation