SECURING YOUR FUTURE ℠
At Cornerstone, we work to protect your future while helping you understand exactly how we’re doing it. We take a unique, “personal” approach to helping with your health insurance and financial planning needs. No one-size-fits-all plans for our clients. We help you choose what’s best for you from a wide array of customized options.
The Heart of it all: free consultations
We are an independent financial services firm. You are our focus, not selling a product. It all begins with free in-person consultations. We’ll answer every one of your questions. We take the time to learn about your unique situation and needs, future goals, and dreams for your family. We’ll expertly select the options offered from our vast array of financial service partners to give you the coverage, stability, and options for your needs.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all of your options.
It’s our job to weed out the companies and plans that are not worth our time or your money, so of course we don’t offer every plan in your area.
If you would like for us to review all of your options in your area, just ask and we will tell you the truth about each one.
IT’S ABOUT YOU
We’ll get to know you and learn about your needs. We’ll help you understand how we’re securing your future.
Our advisers are not tied to a single company. They have access to multiple providers and companies, so you can access the best plan options and coverage.
Times change. Needs Change. We keep continually review your plans to make sure you always have what you need at the best price.