Who we Are

 

Who We Are
Trust Our Insight and Experience
 
Many of our professionals possess the industry’s highest credentials including the following designations and degrees: CPA, ChFC®, LUTCF, LTCF, CLU®, CFP®, MBA, AEP, CAP, CASL. Our senior partners average 30 years with the firm; Over the years, this dedicated team has built a wealth of experience and knowledge that they use to help you succeed.
 
Our Mission

“To be a builder of financial legacies and community leaders, delivering a lifetime of unsurpassed service to our treasured clients.”
 
Our Approach

Additionally, Cornerstone Financial Group boasts an employee retention rate that is nearly three times the industry average. Almost unheard of in the financial services arena, the organization and its long-time senior staff, has dedicated itself and numerous internal resources to recruiting, training and retaining the best in the field.  Cornerstone Financial Group’s innovative mentoring program and team-based approach have helped retain a high-level of talent that builds long-term relationships with clients, delivering solid financial guidance and stewardship.
 
Our Value Proposition

  • Advocacy – We serve as advocates for our clients and help protect them, their loved ones, business partners and employees from the unforeseen.
  • Intellectual Capital – We put some of the best minds in the business to work on your behalf. 
  • Wealth Navigator System™ - Our unique offering integrates your fee-based financial plan with a customized website that puts all of your critical documents and key information at your fingertips.  A knowledgeable financial planner, a dedicated account manager, a team of specialists and the latest technology all come together to develop and implement a customized plan to help you reach your goals. Please note that you can implement your financial plan at the financial institution of your choice.
  • Proactive Implementation – We develop and implement financial solutions to meet your evolving needs and our proactive client service model provides ongoing monitoring and adjustment to keep your plan on course.
     
Why CFG?
As you become more successful, your life becomes more complex and more financial issues need to be addressed.  You could be overlooking opportunities or exposing yourself and those who matter to you to unnecessary risks.  We call this the “Success Complexity Trap.”  Our Wealth Navigation process can help you avoid these pitfalls.
 
Comprehensive financial planning is done through Cornerstone Financial Group’s Wealth Navigator System™. This unique offering provides fee-based clients with a financial planner, a dedicated account manager, and a team of specialists together with the latest technology to customize a plan that helps them reach their goals.
 
 
Our Process 
  • Plan and Advise - We assess your current goals, objectives and circumstances.
  • Conduct In-depth Research and Diagnostics – Our “Think Tank” of experts will analyze your situation and identify any issues that need to be addressed.
  • Develop a Customized Plan – We’ll conduct intensive due diligence and prepare a comprehensive plan based on your goals for your family or business.
  • Deliver the Financial Plan - Your planning team will deliver a comprehensive plan that addresses your particular needs with sound financial strategies.
  • Facilitate plan implementation – We’ll provide detailed step-by-step recommendations for moving forward and will help aggregate all of your critical information.
  • Integrate Sophisticated Technology – All of your vital information including accounts, legal documents, policies and more will be input into your secure, easy to use web-based tool that provides you with an online vault, current account date and a suite of reports.
  • Ongoing Monitoring and Refinement – Our proactive communication will include regular reviews of your plan and will provide you with quarterly and annual reports, facilitating specialist meetings as needed.
 
Set Sail with Confidence

As a CFG client, you’ll enjoy the peace of mind that comes from knowing you’ve taken a proactive approach to achieving your lifetime and legacy goals.   You’ll also have a clearer vision of your objectives and a roadmap for your financial future.  Take the next step towards realizing your financial goals and contact your CFG representative to find out how the Wealth Navigator System can help you get there.
 
*Fee-based financial planning offered by qualified financial planners of New England Securities, Corp, a registered investment advisor.