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Our Story

Where it began

 When building, a cornerstone is the first stone that is placed in a masonry foundation. The Cornerstone is said to be the most important stone laid since it is the reference point for the walls and eventually the roof of the building. This determines the position and structural integrity of the entire building, and without a properly laid Cornerstone. However, the viability of the building may be in jeopardy.

We try to apply the same concept to retirement planning. We understand that the plans you lay right now may not always be the plans you follow five years from now, however that does not stop you from establishing a firm foundation on which to build your retirement enterprise. We try to be the Cornerstone of your retirement, steadfast in our commitment to your success. We achieve this by constantly adapting to new regulations, laws, and tax burdens so that you are at the forefront of policy changes that may affect you.

Our Values

Why this is important to us

We operate our financial planning practice on a fiduciary standard. This means that we make investment recommendations that we believe are in your best interest and charge a fee for the advice we give. By regulation and by choice, we must disclose all potential conflicts of interest when helping clients manage their retirement portfolios.

Our Mission 

What we promise to do for you

Cornerstone Retirement Partners is committed to upholding a fiduciary standard for our clients while adapting to the ever-changing world of retirement planning. As we always have, we strive to grow our company. We treat our clients with care, respect, and dignity, while also helping them through some of the most stressful times of their lives.

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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