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Full Circle Financial Advice from a CPA
What We Do:
Cornerstone360 isn’t so much a company as it is our approach to serving our clients. It’s our brand name for the integration of three businesses designed to serve every facet of your financial life.
Business Services:
If you’ve ever wondered what it would be like to work with One Firm, One Plan, One Solution – we invite you to see what's in it for you. Maybe, it's peace of mind., , A Proven Process, , We believe that the best approach to investing is a disciplined, long-term strategy, based on sound academic research. We utilize the Nobel Prize-winning Modern Portfolio Theory, focusing on low-cost passive asset class funds., , Fee-Only Management, , When you win, we win. That’s why we don’t charge you a commission for buying or selling assets., , Instead, we charge an annual fee for services, based on portfolio value. By saving you money, our interests are aligned with yours—to increase your portfolio’s value., , Investment Policy Statement, , Many individual investors fall victim to “stock panic” each year, as the market moves through its natural ups and downs., , By creating your own Investment Policy Statement, you will develop a long-term strategy for investing, based on your personal comfort level with risk.
Specialties:
The Role of Risk, Investment Policy, Effective Tax Planning, Time to Rebalance, DFA Funds, Efficient Market Theory, 401(k) - Profit Sharing
