Cornerstone Wealth Partners is a coaching company. We help families discover the value of their money so they can invest intentionally and without regret.
ABOUT US
© 2024 Cornerstone Wealth Partners.
All rights reserved.
LOCATION
5751 Byron Center Ave SW STE Y
Wyoming, MI 49519, USA
LEGAL
P: (616)-253-8868
E: Jordan@CornerstoneWealthPartners.com
Advisory Services offered through Cornerstone Wealth Partners, a registered investment adviser. We transact business in states where it is registered or exempt from registration. Information presented is for educational purposed only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Other persons may analyze investments and the approach to investing from a different perspective than that reflected. Nothing included herein is intended to infer that the approach to investing espoused in our social media will assure any particular investment results.
Presentations conducted online pose a number of issues that in-person presentations do not. For example, it can often be difficult for a viewer to read the footnotes/endnotes to a presentation that was conducted live online on their computer monitor at home. Cornerstone Wealth Partners presentations often depict performance statistics (both actual and hypothetical) for educational purposes, and those sections often have a substantial amount of disclaimers. In recognition of this, Matson Money will provide any footnotes/endnotes to viewers upon request. Additional information can also be obtained from the Cornerstone Wealth Partners website as well as mutual fund prospectuses and other reports related to your investments. Cornerstone Wealth Partners will provide any GIPS composites or footnotes/endnotes to viewers upon request. Additional information, including GIPS composites referenced in presentations can also be obtained from the Matson Money website as well as mutual fund prospectuses and other reports related to your investments. All investing involves risks and costs and clients may experience a loss. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. No investment strategy, including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
Retired or close to it?
Our process for helping you evaluate Cornerstone...
Let's get to know each other.
Ready to get started?
Introductory Phone Call
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a chiropractor if you needed heart surgery!
Consultation Meeting
The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your questions and answers will guide our analysis.
Onboarding & Implementation
If you believe we are the right fit for you, we will begin the onboarding paperwork along with the implementation of our planning strategies previously discussed.
Our
Analysis
We will apply our expertise to your situation by conducting a comprehensive analysis designed to answer your questions and uncover tax-smart planning strategies to maximize your financial future.
Pathway Meeting
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals. We will also show you, in dollars and cents, how we can improve your finances.