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