What is dynamic financial planning? The term 'financial planning' has, in many ways, devolved into a project with an end point. Once completed, it is pushed aside and left to collect dust. At Cornerstone Wealth, we do not believe in a one-and-done approach. Dynamic financial planning is based on proactive management. We respond, whenever…

What is a Fiduciary and Why is it Important? A financial advisor who's a fiduciary has an ethical duty to recommend the best possible solutions for their clients. Simply said, a fiduciary must put the client's best interests above their own.  By working with an advisor who is bound to the fiduciary standard, you can feel empowered that the…