Founded in 1947 by J. Richard Thomas, Sr., Cornerstone Financial, L.L.P. focuses on executive compensation plans, wealth management, estate planning strategies, personal insurance, employee benefits, and retirement planning. We have always prided ourselves on our focus and experience in the marketplace. We continuously seek the best resources and most appropriate and suitable products on behalf of our corporate and individual clients.

Offering a highly personalized approach to service, we are guided by prudence, solid business ethics, and thoroughness. We cross many disciplines in the search for the best ways to help our clients meet their financial and benefits needs with creativity and cost-efficiency. Our professionals hold a diverse range of degrees, professional designations and certifications including:

• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified Employee Benefit Specialist (CEBS)
• Masters of Business Administration (MBA)
• CERTIFIED FINANCIAL PLANNER™ professional (CFP)
• Accredited Estate Planner (AEP®)

Financial consulting, benefits planning, and wealth management are inherently personal, and one size definitely does not fit all. Our clients experience the difference a personal relationship with Cornerstone Financial can make in designing the optimal mix of products and services for their employees and for key executives.