Team Cornerstone - Passionate About Making a Difference скачать в хорошем качестве

Team Cornerstone - Passionate About Making a Difference

Focus on Impact; Be Hungry, Stay Humble; Lead Your Life; Clear is Kind; Invest in People. Learn how our Core Values define who we are, build the the foundation of our culture, and define the expectations we hold ourselves and each other to. Because at Cornerstone, we’re more than a financial firm — we’re a team on a mission. Every financial story, including yours, is different. Some are built through decades of hard work, some through entrepreneurship, some through careful saving and investing. No matter how you got there, you've worked hard to build something meaningful. Now you're ready to think about what's next. You deserve a conversation that begins with what matters to you - the life you want to live, the people you care about, and the legacy you want to create - not products, not accounts, and not assumptions. That approach, called The Cornerstone Experience®, is built around three simple ideas: Dream. Build. Lead. • Dream – Clarifying what matters most and what’s possible • Build – Aligning your resources with your priorities • Lead – Making decisions that reflect your values and the future you want to shape From there, every part of your financial picture — retirement, investments, taxes, estate planning, and protection — is considered as part of one connected plan. The goal is simple: to help bring you clarity, confidence, and direction when it comes to decisions that often feel overwhelming. Are you ready to build a foundation for the life you’ve imagined? Get in touch with us today! www.mycfsgroup.com cfsteam@mycfsgroup.com 605-357-8553 Cornerstone Financial Solutions 7408 S. Bitterroot Pl, Sioux Falls, SD 57108 | 605.357.8553 280 Dakota Ave. S, Huron, SD 57350 | 605.352.9490 Gordon Wollman, MS-Financial Planning, CFP®, ChFC, CMFC®, ChFEBC(SM), CRPS®, AWMA®, AAMS® Founder & President, CFS Wealth Advisor, RJFS Jill Mollner, MBA, CFP®, Branch and Operations Manager Wealth Advisor, RJFS Andrew Ulvestad, CFP®, AAMS®, CKA® Wealth Advisor Jory Flanery Associate Advisor CSP #95408. Exp. 12.4.30. Cornerstone Core Values Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA / SIPC. Cornerstone Financial Solutions, Inc., is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.