Have you met with a Cornerstone Agent? We'd love to hear about your experience. There are many ways to connect with us and tell the general public what it was like to work with us.
Click on any of the Social Media icons to the left and be sure to leave us a review. (If you do not use Social Media, feel free to simply email us by clicking on the envelope icon.
We look forward to hearing from you!
Just like having regular physical exams is vital to your health, regular financial reviews are necessary to ensure that what you have planned for your retirement years continues to be a reality.
Whether it's making sure your Life Insurance plan is sufficient, and that you're not being overcharged, staying informed of the ever-changing medicare system, or keeping your investments safe from loss and earning a return, a full financial review is the only way to move through your retirement with confidence.
A medical professional would never write you a prescription without conducting an exam and speaking to you about your symptoms. In the same way, members of the financial community are not able to provide you with the help and support you need unless they can see a full picture of your specific situation.
This is why, at Cornerstone, we offer free financial reviews for every family we meet with. To request a meeting, fill out the form to your right and we will contact you back promptly.
To learn more about what is involved in a financial appointment, click below.
See how families are affected by their choices regarding Life Insurance policies
“My agent is GREAT! I’ve been working with him for over 4 years now and when he first came out to do a review I didn’t evenhave enough insurance to cover me if I died. But he came to my house and satdown with me and did a consultation. He answered all my questions and spoke to me in layman’s terms so that I would understand everything. He was very good at making sure I really understood everything.
-S.B.- Orangeburg, SC
Cornerstone occasionally conducts free seminars and workshops in our offices or other convenient locations. The calendar below will help you keep track of any upcoming events. If you'd like to attend, please contact us using the form on the right of this page to register for the event. All events are free unless otherwise noted.
Do you have friends and family who all have questions about retirement planning? Do you know of a group of people in your church or neighborhood who would benefit from a free educational seminar? We would love to work with you to plan this event. Contact us to start planning!
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