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Cornerstone Retirement Partners offers a holistic approach to retirement and financial planning. We coordinate different aspects of retirement planning so that your plan can be steadfast enough to last, and nimble enough to change as needed. We divide our primary focus between two different areas; Wealth Management, Taxes, and Health Insurance.

Financial Planning

  • Retirement Plans

  • Estate Plans

  • Profit-Sharing Plans

  • Social Security Planning 

Income Planning

  • Provides stability in a market cycle without impacting your lifestyle

  • Fills potential gaps in retirement income

  • Creates longevity within your retirement portfolio


  • IRA: Roth, SEP, Simple

  • Stocks, Bonds, Mutual Funds

  • College Savings Accounts

  • 401(k)/403(b) Rollover

  • Institutional Money Management 

Life Insurance

  • Term

  • Universal 

  • Whole 

  • Final Expense

Medicare Planning

  • Medicare Supplement Insurance (Medigap)

  • Medicare Advantage Plan

  • Medicare Part D Prescription Plans

Long-term Planning

  • Traditional LTC insurance

  • Asset-based LTC insurance

  • Annuity + LTCi

  • Life Insurance + LTCi 

Health Insurance

  • Affordable Care Act

  • Dental/vision/hearing

  • Disability Income Insurance

  • Hospital Indemnity

  • Cancer Insurance

  • Critical Illness

Tax Services

  • Medicare Supplement Insurance (Medigap)

  • Medicare Advantage Plans

  • Medicare Part D Prescription Plans

Contact Us


Phone: (616)301-2581    Fax: (616)301-2593

Option 1: Financial Services
Option 2: Health Insurance Appointments
Option 3: Health Insurance Questions & Concerns

Option 4: Tax Services

2900 Charlevoix Dr. SE

Suite 310

Grand Rapids, MI 49546

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