The Firm
Welcome to our website!
Headquartered in Raleigh, North Carolina, Cornerstone Retirement Planning consists of highly trained elder and estate planning professionals.
We serve seniors across North Carolina and specialize in helping clients understand the importance of planning. We help clients achieve security in retirement by educating them about their choices while working toward the maximum in tax and risk avoidance and assisting them in right solutions tailored to their individual needs.
Our expertise includes:
Elder planning is both a specialized field
and a personal issue for retired seniors.
Many seniors fail to plan properly and,
sadly, some also put these matters into the
hands of financial firms unable to supply
the knowledge and personal attention
required in estate planning for retirees.
Planning must precede the development
of a customized program, matching needs
with sound solutions. Building relationships
with clients is more than “making a sale”
or having customer files in a drawer.
Before we can help anyone, we must establish
a level of trust and confidence that can lead to a productive client-advisor
relationship. Since our most valuable asset is our reputation, we take particular
care to network with honorable and ethical business associates. The fact that
we build relationships is evident in the hundreds of satisfied clients we serve.
In life as in business, we have chosen a simple, balanced approach to planning
and doing business. Maintaining our
integrity and having compassion for those
we help are top priorities.
Since we live and work in the community, we want you to hear only the highest praise for our expertise and service. After all, our best referral is a satisfied client. We endeavor to stay abreast of changes in the law and in the financial community as pertaining to seniors.
Our strong work ethic, financial/business background and team approach guarantee our maximum effort on your behalf. We strive to meet your expectations in protecting your estate and your family’s inheritance. Our moral, ethical code means we hold ourselves to a standard befitting Christian businesspersons. We are different in many ways from other financial advisors, as will be evident in working with us. You will find us to be consistently the same, professionally and personally, be it the seminar or office setting or visiting with you at the kitchen table in your home.
In order to determine whether we can help you, we must meet with and listen
to you about what is on your mind. We humbly respect your wishes and input
in the “fact-finding phase.” And, as you wish, we follow up with careful
analysis and recommendations that are right for you.
We find it much more effective to discuss matters together. Brochures and seminars are needful, but essentially serve only to introduce ourselves to you. We want the opportunity to discuss your estate planning with you. You can reach us here at our office in Raleigh to arrange to attend one of our seminars, or for us to visit at a time convenient to you.
God bless,
Hal