Who We Are
We are experienced professionals who have dedicated our careers to helping individuals and families pursue financial flexibility.
What We Do
While we specialize in retirement income planning, our suite of services is designed to address many concerns.
Why We're Different
When working with a CERTIFIED FINANCIAL PLANNER™ certificant, you can feel confident knowing you will be treated with a high level of care.
Your Trusted Professional
At Cornerstone Financial Group, Martin and his team’s mission is simple: to help our clients thrive in their financial lives. We do this by aligning our clients’ assets and investment strategies with their values. We are an independent financial planning firm, meaning that the client’s needs are always at the forefront of what we do. Whether we’re working with individuals, institutions, or business owners, our goal is to provide objective guidance and serve as a resource for their investment and financial needs. Contact us today to get started.
Contact UsHelpful Content
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?