Meet the Advisors

Cornerstone Retirement Partners marries

fee-based investment advisory services with a fully staffed Medicare enrollment office.  If you are looking for one place for help with each aspect of retirement planning whether you're just starting the process, or knocking on the door of that sweet Social Security income, you've found the right place.

Man with Scarf

Preparing Today for the Potential of Tomorrow

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. When analyzing the retirement landscape, we recognized that while many Wealth Management firms focus on traditional asset allocation, most of them missed a key part of the planning process - taking care of health insurance! Ron, Nancy, and Nolan take special care to make sure we are able to help with every little bit of your retirement planning.

Patient with Healthcare Nurse

Who We Are

Ron and Nolan, our financial advisors, operate on a fiduciary basis. This means that when charging a fee for advice, they are required to act in your best interest. Click the link below to learn more about our free portfolio evaluation.

Our Medicare clients meet with Nancy when they are turning 65 or first eligible for Medicare. On an annual basis, she reviews and makes recommendations for Part D and supplemental insurance during 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.

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