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Our Process
Given the complexities of today’s financial services industry and the uncertainties of today’s economy, we have divided our practice into 6 broad specialties:
  • Financial Planning
  • Investment Advice
  • Insurance
  • Retirement Planning,
  • Estate Planning,
  • Business Planning. 
Since many of our clients have needs in more than one of these areas, we often employ a team approach in order to provide the best possible solution and to give our clients a second point of contact with an expert who is familiar with their particular needs.

During the planning phase our goal is to help our clients develop realistic and achievable financial plans for important present and future events. Throughout the process, we act as both coach and coordinator to ensure that each plan fully addresses those needs most important to our clients. We utilize a multiple meeting approach which begins with a complimentary mutual assessment of both the client’s needs and our capabilities in order to determine if our services can be helpful to the client.  Assuming we have a match we begin the process of gathering information, assessing the client’s needs and developing a draft plan for the client’s input and approval.  Following this session, a final plan delivery and recommendation meeting takes place.  This entire process can take as little as 1 but rarely more than 3 weeks depending upon the clients schedule and the complexity of their situation.

Planning clients are never obligated to use any of our other products or services in implementing their plan. Yet most of our clients continue their relationship with our firm because of our access to some of the best financial products in the industry, our continuing commitment to unbiased recommendations and our practice of ongoing customer service and plan monitoring.
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 Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. P.O. Box 64284, St. Paul, MN 55184, (800) 800-2638. Cornerstone Private Advisors, LLC and Woodbury Financial Services, Inc. are not affiliated companies.

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.

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