*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.
January 2016 - Equity Markets Update
January 12, 2016 – What's Going on in the Market?
SIOUX FALLS December 21, 2015 – The team at Cornerstone Financial Solutions has been selected for the 2015 Best of Sioux Falls Award in the Financial Planning category by the Sioux Falls Award Program.
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.**
What's New On Our Website
Tax Planning Worksheet – Although the deadline for most tax-deferred growth opportunities has passed, you can still use this worksheet to make organizing your tax planning 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.
280 Dakota Ave. S., Huron, SD57350 Phone: 605-352-9490 Fax: 605-352-5429 Email: firstname.lastname@example.org
224 N Phillips Ave, Suite 200, Sioux Falls, SD 57104 Phone: 605-357-8553 Toll Free: 877-352-9490 Fax: 605-357-9285 Email: email@example.com
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