Additional Seminar Resources

Listed below are additional handouts or documents that were given from previous seminars. To view our video recordings of seminars please visit the videos page or our YouTube Channel. If you have any questions regarding our handouts, please contact our office. 

3 Tax Buckets Handout

Note: For an optimal view of documents print in landscape. 

Will I have enough money to retire? 

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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.

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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

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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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