Why You Need Cornerstone Wealth Advisors

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Strive not to be a success, but rather to be of value.

Albert Einstein

Why You Need Cornerstone Wealth Advisors

Bob Buford wrote a great book called Halftime. Without trying to oversimplify his message, our lives are generally divided into two halves. The first half is about building a family and a career and creating success. The second half is about creating significance, something of value, and a legacy. The ultimate challenge every family faces today is how to remain in control in a world that is out of control. Who needs to get their financial house in order and keep it in order? Would that single accomplishment lead to financial contentment? The second half game plan is all about achieving an organized life.

Why do you need Wealth Management? In order to truly enjoy the second half, you need to understand what is important about money and life and what milestones you wish to accomplish during the second half that will create significance in your life, create something of value, and allow you to leave a legacy. However, you don’t know what you don’t know. The knowledge that brought you through the first half is not necessarily the knowledge you will need to get you through the second half. That’s why you need a coach. That’s why you need someone to help you assemble the resources to create a game plan that is unique to you and help you get it executed and bring order to your life.

Every family is unique in its wealth management needs. Most, share several of the following objectives:

  • Accumulate More Wealth
  • Control the Distribution of Wealth
  • Leave a Legacy
  • Reduce Taxes
  • Protect Assets
  • Allocate Assets Tactically and Efficiently
  • Manage Retirement Investments
  • Protect Retirement Income
  • Define and Manage Risks
  • Maintain Purchasing Power
  • Manage Cash Flow
  • Increase Charitable Giving Potential
  • Increase Control over Social Capital
  • Manage Family Business Succession
  • Protection of Family Privacy and Confidentiality
  • Preservation of Family Values
  • Determine How Much is Enough?