CORNERSTONE INVESTMENT ADVISORS, LLC
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
- We identify the values and beliefs most important to you and your family.
- We establish a clear set of short & long-term financial goals based on your values & beliefs.
- Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.
A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of achieving your goals.
Some of our Financial Services include the following, but not limited to:
- 403B / 457 Not for Profit Set Up
- 403B / TSA Plans
- Asset Preservation
- Charitable Giving
- College Funding
- Complete Wealth Management
- Estate Planning
- Financial Planning
- Fixed Indexed Annuities
- Investment Management
- IRA & 401(K) Assets and Planning
- IRA, 401(K) and 403(B) Rollovers
- Lifetime Income Planning
- Retirement Income Planning
- Social Security
Cornerstone Investment Advisors, LLC and Cornerstone Financial Services, LLC do not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. They may also work with your attorney or independent tax or legal advisor.
Annuities are designed to be long-term investments and frequently involve charges such as administrative fees, annual contract fees, mortality & risk expense charges and surrender charges. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency and are not deposits or other obligations of, or guaranteed or endorsed by any bank or savings association.
Schedule Your Appointment with
Phone (207) 832-6950
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cornerstone Investment Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cornerstone Investment Advisors, LLC a Registered Investment Advisor in the State of Maine. Insurance products and services are offered through Cornerstone Financial Services, LLC an affiliated company. Cornerstone Investment Advisors, LLC and Cornerstone Financial Services, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Maine or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
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