Our Family's Legacy Is Helping To Build Yours.
Welcome to Cornerstone!
Cornerstone Financial Services has been serving Mid-Coast Maine since 1997. Whether you need help understanding Medicare or an Individual Health Plan and the options available, looking for a life insurance policy or planning for your future and retirement, allow Cornerstone the opportunity to use their process, Foundation Work, to help you install financial or insurance plan that best suits you.
Foundation Work - Our Process
Survey The Land - Fact-finding stage where we get to know you and your financial vision for the future.
Set The Form - The crafting of a plan that can help you get closer to your goal.
Lay the Foundation - Once your approval to our plan is given, we begin the implementation process.
Observe the Progress - Regular meetings to monitor results and make adjustments as your needs change.