About Us
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
Cornerstone Financial Partners
Today's investment climate offers unprecedented opportunities. At Cornerstone Financial Partners, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1) A clear understanding of their financial goals,
2) A well-defined roadmap for achieving those goals,
3) Ongoing advice to help adjust their roadmap when their needs change.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Cornerstone Financial Partners, please contact us today via email (chris@cornerstonefinancialpartners.com) or via phone (916-458-8199).
Our Firm
Cornerstone Financial Partners and Christopher Bulman are committed to helping you pursue your long-term financial goals. As experienced professionals in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
How can I "inflation-proof" my investment income?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate? We offer financial products and services tailored to your individual needs.
Cornerstone Financial Partners is committed to you for the long term.
Our Services
We serve individuals and businesses in all areas of financial management, including:
- Retirement planning
- Making the most of your employer-sponsored retirement plans and IRAs
- Determining how much you need to retire comfortably
- Managing assets before and during retirement
- Tax management - making sure you don't pay more than the law requires, looking for ways to help reduce your current and future tax burden, referring you to qualified tax specialists
- Estate planning, reviewing your wills and trusts, helping preserve your estate for your intended heirs, helping with beneficiary designations, reducing exposure to estate taxes and probate costs
- Coordinating with your tax and legal advisors
- Risk management Reviewing existing insurance policies, recommending policy changes when appropriate, finding the best policy for your situation
- Education funding, recommending investment and accumulation strategies to help you pay for your children's education.
- Investment Strategies
- Determining your asset allocation needs.
- Helping you understand your risk tolerance.
- Recommending the appropriate investment vehicles to help you reach and exceed your goals.
- Employee and executive benefits
- Helping your business attract and retain qualified employees through benefit packages.
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