We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. Our Mission is to help our clients achieve their own unique goals by managing their income, investing assets to live their lifestyle and build a financial legacy for kids and grandkids.
At Cornerstone Retirement Advisors, Inc. (CRA), our team focus is client-centric retirement and financial planning. We are located in Northern Kentucky and are dedicated to your financial well-being in retirement. Still, most of our clients begin their work with us long before that day arrives.
We embrace the opportunity to assist those we serve in achieving their ideal future, especially in retirement, using face to face discussions about the road that currently lies ahead. With our advisors' experience, and the support of Raymond James, we can help you implement strategies designed to manage and preserve your assets over time. We'll take into consideration your present and future cash flow needs so your plan is designed to generate the income you'll need down the road while maintaining ongoing access to your funds to help you enjoy your lifestyle today. With this as our baseline we can then map the best path forward together. The cooperation we establish with our clients lasts a lifetime, and typically extends beyond the current, to future generations and your legacy.
We value our clients and take seriously the role entrusted in us as advisors, which is why we work hard and take a proactive approach to informing and educating our clients. While it's essential that you are involved in your ongoing financial planning process, we'll be there to continuously monitor each detail. The result is an interactive planning experience by which we are able to provide retirement strategies that are visually dynamic without being overwhelming. By putting our clients needs first, we are able to uncover true priorities, opportunities and challenges, and overlay how much of their vision can be realized today and in the future.