Who We Are
Preparing Today for the Potential of Tomorrow
Cornerstone Retirement Partners has operated as an independent fiduciary financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, and creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.
Ron and Nolan are fiduciaries. This means that they are required to act in your best interest when recommending investments. They specialize in transitioning working people into retired people, managing assets throughout retirement and putting a bookend on the planning process by working with Medicaid annuities.
Our Medicare clients meet with Nancy or Kristin when they are turning 65 or first eligible for Medicare. On an annual basis, they review and make recommendations for Part D and supplemental insurance during Medicare open enrollment.
To couple with holistic retirement planning, we offer social security strategy and analysis sessions, tax planning, long-term care planning, Roth IRA conversion strategies, various work with individual insurances, and more. Click below to ready about all of our services.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cornerstone Retirement Partners are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
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