Services
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
Investments
-
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