Cornerstone Financial Advisory
3815 River Crossing Pkwy #100, Indianapolis, Indiana, 46240
http://cornerstonefinancialadvisory.com/[email protected]About
Cornerstone Financial Advisory helps people organize their money around clear goals through a balanced mix of planning and ongoing guidance. Financial planning can cover cash flow, insurance reviews, retirement timelines, education funding, and risk tolerance so decisions fit both today and the long term. Investment management focuses on building diversified portfolios, setting allocation targets, and monitoring positions as markets and personal needs change. Estate planning addresses beneficiary designations, asset titling, and strategies to help transfer wealth efficiently and with clear intent. For those who give, charitable planning explores ways to align donations with values while coordinating timing and tax impact. Thoughtful tax strategies look at how income, savings, and withdrawals interact across accounts, aiming to reduce surprises and improve after-tax outcomes. Advisors typically coordinate with tax and legal professionals so that documents and plans match. Whether you are starting to build wealth or refining a legacy, a structured approach brings clarity, helps manage risk, and supports informed decision-making.Categories: Estate Agents.
