Our Story
Where it began
In construction, the cornerstone is the essential first stone placed in a masonry foundation. It serves as the guiding reference for the walls and the roof, ensuring the structural integrity of the entire building. Just as a well-laid cornerstone determines the strength and stability of a structure, our mission is to be the foundational support for your financial future. Without a solid cornerstone, the stability of the entire structure could be compromised.
At Cornerstone Retirement Partners, we are dedicated to being the cornerstone of your financial success, providing the guidance, support, and expertise necessary to help you build a secure and prosperous future.
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.
© 2023 by Ground Floor. Prou