Insurance / Risk Planning

Insurance / Risk Planning

You've worked hard to get to where you are. In order to safeguard the assets you have accumulated, insurance planning should be on your list of priorities. Insurance planning is used to determine the most efficient method of funding retirement needs, business succession, estate taxes, or charitable inheritance liabilities. The most common flaw with regards to insurance is thinking of it as a transaction rather than a process that requires monitoring. Cornerstone has a long history of implementing and monitoring insurance programs.

We have strategic relationships that give us access to a wide range of insurance carriers to assist in finding the best overall solution for your needs. As a member firm of the M Financial Group, a national network of financial service firms, we provide our clients insurance pricing advantages and proprietary products that are not available in the retail marketplace.

Contact us today to protect your assets and plan for your future.

There are risks and costs to a program of action. But they are far less than the long-range risks and costs of comfortable inaction.

John F. Kennedy
U.S. President