Cornerstone Financial, LLC
About the Business
Cornerstone Financial, LLC is a finance and lawyer institution located at 2018 Lewis Turner Boulevard, Suite A, in Fort Walton Beach, Florida. They can be contacted at (850)862-8082 or via email at Eric@CornerstoneFinancialCoach.com. The institution offers advice and support throughout life's milestones, specializing in estate planning to help individuals organize and distribute their assets in a systematic way, reducing the chance of conflicts among heirs and ensuring wishes are respected. They also provide investment strategies to enhance financial security in retirement and generate returns that outpace inflation, providing a reliable income stream for a comfortable and sustainable lifestyle in retirement.
Cornerstone Financial Coach works with other professionals to provide a holistic approach to retirement, estate preservation planning, and investment, guiding clients towards financial stability and growth potential. They pride themselves on a high level of service and offer comprehensive retirement income planning and investment strategies. The institution also educates clients on how marginal tax brackets and holding periods impact capital gains taxes, as well as the Federal Reserve's influence on portfolios.
Establishing an estate planning strategy is crucial, and Cornerstone Financial Coach provides a helpful guide to review estate strategies and start conversations with loved ones, financial professionals, and legal teams. They emphasize the importance of consulting legal or tax professionals for specific information regarding individual situations, and do not provide tax or legal advice. The institution takes data and privacy protection seriously, complying with the California Consumer Privacy Act and offering ways to safeguard personal information. Securities are offered through Creative One Securities, LLC, and CornerStone Financial, Inc. and Creative One Securities, LLC are not affiliated. The website uses cookies to provide the best experience for visitors and collects anonymous information through Google Analytics to improve the website.
Photos
Location & Phone number
2018 Lewis Turner Blvd # A, Fort Walton Beach, FL 32547, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I highly recommend Eric and his team. Eric spent a lot of time with me to find out what my needs and wants were. He created a plan for me I was comfortable with and the best option for me."
"I began using Eric at Cornerstone Financial about 5 years ago to help my wife and I with life insurance that is tied to our retirement. Eric and his company do a fantastic job and we are very happy that we made the change over to Cornerstone! He truly cares about his clients and has done a great job with the financial products that he has recommended for us. We highly recommend Cornerstone Financial."
"Eric and his team at Cornerstone took the time to let me learn at my pace what investments were the right choice for me. Highly recommend."
"Eric was professional and help give some direction on what to do with what we my wife and I are trying to accomplish!"
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