award headline

Welcome to Cornerstone Financial Solutions, Inc.
Aiming for Your Financial Success

  • Gordon Wollman Named As A Top 1000 Advisor In The Nation By Barron's Magazine 2012
  • Gordon Wollman, President and Founder of Cornerstone Finacial Solutions, Inc. MS-Financial Planning, CFP, ChFC, CRPS, CMFC, AAMS, AWMA
  • Our Mission: To inspire and guide our clients in making wise financial decisions through education, communication and service by a proactive team dedicated to excellence!
  • Richelle Hofer

*The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Award received in February 2009, 2011, 2013, 2014 and 2015.

From our two offices in South Dakota, the team at Cornerstone Financial Solutions, Inc. works with successful individuals from the Midwest and around the country to provide comprehensive financial planning for building, managing, preserving and transferring wealth. Whether already retired, nearly retired or simply planning ahead, our clients are hard-working people pursuing the financial goals they have for themselves and their families. We are privileged to help our clients find purpose, direction and meaning as they move toward those goals.

In The News

Click on the photo to watch the Investment News interview with Barron's #1 rated in South Dakota, Gordon Wollman*, as he shares his views with Matt Ackerman on earning customer trust.
*Factors included in the rankings are assets under management, revenue produced for the firm, quality of practice, regulatory records & philanthropic work. Any opinions are those of Gordon Wollman and Ron Carson and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of any non-Raymond James speakers.

Time to Harvest Your Losses? – The fourth quarter is a good time to determine if harvesting your losses would be an effective tax strategy.

Gordon talks Greece – In case you missed it, here's Gordon's conversation with Rick Knobe of Sioux Falls radio station KSOO AM-1140.**

Investors should hang on for the ride as Greece's money issues continue. – On June 6th, Gordon Wollman talked with Zach Nelson from Huron radio station KOKK. Click the link and scroll down to "greekmoney1" to hear the interview.**

Gordon Wollman ranked #1 Financial Advisor in South Dakota by Barron's Magazine for the fifth time!

CFS, Inc., featured in Sioux Falls Business Magazine

What's New On Our Website

Year-End Tax Planning Worksheet – For those considering tax moves, you generally have to take action before the clock strikes midnight on New Year's Eve. With deadlines fast approaching, now's the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable-giving opportunities, among other strategies. You'll also want to maximize deductions and credits ahead of tax season. Reviewing your investments in light of your goals, the tax environment and the economic landscape can help you and your advisor see where adjustments need to be made to position yourself for 2016 and beyond.
Download the year-end tax planning worksheet below to make the upcoming tax season a little easier.

Estate & Charitable Planning Services – Estate and charitable giving planning are intricately intertwined in that they both address how your assets will be distributed. The highest priorities of most people often include providing for their families and supporting charitable causes they believe in. Prudent estate and charitable giving plans can help you accomplish both.

* No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary.

**This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of Gordon Wollman and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. All opinions are as of this date and are subject to change without notice. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. Past performance is not a guarantee of future results. Investing involves risk and investors may incur a profit or a loss. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond James is not affiliated with Zach Nelson or KOKK radio. Raymond James is not affiliated with Rick Knobe or KSOO- AM 1140.

280 Dakota Ave. S., Huron, SD57350 Phone: 605-352-9490 Fax: 605-352-5429 Email:

224 N Phillips Ave, Suite 200, Sioux Falls, SD 57104 Phone: 605-357-8553 Toll Free: 877-352-9490 Fax: 605-357-9285 Email:

This communication is strictly intended for individuals residing in the states of: AR; AZ; CA; CO; FL; GA; IA; ID; IL; KS; KY; MD; MI; MN; MO; MT; NC; ND; NE; NV; OH; OK; OR; PA; SC; SD; TX; UT; WA; WI; WY

Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA / SIPC. Cornerstone Financial Solutions, Inc., is an independent firm.