🎊 It's hard to believe this is our 200th newsletter! Thank you all our readers! We hope you enjoy this edition. 🎉
This pandemic time has given us all time to reflect on what is most important in our lives. We have a tool designed to help you leverage your Return on Life™ (ROL).
The ROL Index asks you to assess whether or not you are making progress in 10 aspects of your life. It will help you identify areas where you can use your money more effectively to enhance your life. And, importantly, celebrate the areas where you've made progress. Take your's today here(this will take you to a Return on Life landing page).
This summer we've put a lot of time and energy into creating new Cornerstone Quick Clips for you on our YouTube channel and we invite you to subscribe to the channel. There are dozens of vides there and we've kept this a secret for too long. Enjoy.
As summer wraps up, where do you need to put some attention in your financial life? Can we help you plan? If so, reach out.
Summer is a great time to lost in a book and discover a new podcast. We share our 2020 team summer reads and podcast list. Respond and let us know what's on your list.
Retirees greatest health concern is Covid 19 It is Alzheimers and digital access fluency. Read on...
5 time management tips These tips will make you more money. Read on...
Is there really a coin shortage? Maybe it's a disruption and we helped by rolling our coins. Read on...
Presidential election & your investment strategy Psst...stick to the long view. Read on...
We are authentic, thoughtful, straight-shooters who provide the sound, visionary stewardship that helps our clients protect their financial foundation while building their wealth.
We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas. We are a legal fiduciary for our clients.
We have four decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.
We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.
We are at our best when we help our clients optimize their financial resources to realize their goals and dreams.
