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.
Cornerstone Financial Solutions, Inc., Fiduciary Standard
Happening At Cornerstone
2016 Tax Planning
There are a number of important tax and financial planning moves that can help prepare you for the upcoming tax season.
Check out important tax form mailing dates and download your 2016 Tax Planning Guide.
Important Tax Form Mailing Dates
2016 Tax Planning Guide
These tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term goals. Download the guide here.
Save the Date – Cornerstone On the Road!
We’re heading to Arizona to see clients from January 24 – 27, 2017. Will you be there?
Events are tentatively planned for Tuesday, Jan. 24thin Peoria, AZ and Thursday, Jan. 26thin Mesa, AZ. More details to come!
Let us know if you’ll be in the area and would like to join us, or if you know someone in Arizona that we should meet!
Call 877-352-9490 and ask for Shelli or email firstname.lastname@example.org
CFS Wealth Advisor, Richelle Hofer Awarded Women's Choice Award
Richelle Hofer has been awarded the Women's Choice Award in recognition of her quality service and strong commitment to female clients.
Gordon Wollman Ranked #1 Financial Advisor in South Dakota By Barron's Magazine Six Times*
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*The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings are based on assets under management, revenues generated by advisors for their firms, and quality of practices. In evaluating advisors, regulatory records, internal company documents, and extensive questionnaires (filled out by the advisors themselves) are examined. Investment performance is not an explicit criterion because the advisors pursue a wide range of investment goals for their clients. Award received in 2009, 2011, 2013, 2014, 2015 and 2016.
280 Dakota Ave. S., Huron, SD57350 Phone: 605-352-9490 Fax: 605-352-5429 Email: email@example.com
224 N Phillips Ave, Suite 200, Sioux Falls, SD 57104 Phone: 605-357-8553 Toll Free: 877-352-9490 Fax: 605-357-9285 Email: firstname.lastname@example.org
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