A growing family...retirement plans...more financial stability. We all have various reasons and goals for investing. That's why Cornerstone Investment Management and Consulting created an hourly financial planning service - to cater to all of your financial needs.
Whether you are newlyweds ready to start your first account or an experienced investor needing a second opinion on an existing portfolio, Cornerstone's Investment Consulting is a service you can use. Investment Consulting puts you in the driver's seat, while we serve as advisors to help you determine the best strategy to reach your financial goals.
Benefits of Investment Consulting:
The hourly rate helps you determine the amount of services needed based on your budget.
You have access to professional advisors to provide expert analysis and to create a customized investment strategy for your specific needs.
You have the freedom to deploy the strategy at your own pace, as well as the comfort of knowing a team of professionals will provide support to help you reach your desired goals.
Contact us today to receive your Client Questionnaire and schedule an appointment.
Cornerstone Investment Management & Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, AL 36526. Fee only investment management, hourly financial advice or planning.
Cornerstone is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and based on the Eastern Shore of Mobile Bay in Daphne, Alabama.
For more information about our firm or to receive a copy of our disclosure form ADV, please email us at advrequest@csimac.com or call 251-626-6292.
Customized Analysis. Experienced Advice.
Investwithcornerstone.com
