Thank you for visiting www.teamcag.com, the online home for Cornerstone Advisory Group. Below is a brief introduction outlining who we are and the services we offer. We look forward to working with you!
- We are an independent financial consulting firm committed to helping our clients pursue their personal and financial goals.
- We develop individualized wealth management strategies and solutions for a select group of high-net-worth clients.
- We provide financial consulting services to retirement plan sponsors and plan participants.
- Our focus is to help our clients pursue their financial goals with confidence and conviction.
As independent consultants, we are able to provide impartial solutions for our clients based on their individual needs. Our expertise includes investment consulting, retirement planning, and transitioning to retirement, as well as corporate retirement plan design and executive benefits.
Retirement Plan Consultant