Personal Financial Planning
A client-focused process tailored to help individual asset financial goals, develop a financial road map, and implement the necessary financial tools and strategies to manage the basic stages of wealth management.
• Personal financial planning
• Investment management products (e.g., stocks,bonds, mutual funds)
• Insurance planning and products (e.g., term,universal, and variable life; health; long-term care;and disability insurance)
• Asset allocation services
• Educational programs
• Tax-sensitive planning
• Estate planning coordination services
Business Financial Planning
A personalized approach to business owners focused on developing objectives, strategies, and tactics to pursue long-term financial results.
• Employee group benefits
• Executive compensation planning
• Retirement plan services
• Buy-sell agreement analysis and funding
• Business succession planning
• Estate planning for the closely held business
Multigenerational Financial Planning
A visionary approach designed to support the accumulation, conservation, utilization, and transfer of family wealth. These services are geared toward higher-net-worth clients—executives, professionals,or business owners.
• Estate Planning coordination services
• Business succession consulting and planning
• Advanced income and estate tax advising
• Charitable giving tools and techniques
• Wealth Transfer techniques
Copyright © Cornerstone Investment Group
Cornerstone Investment Group is not affiliated with Royal Alliance Associates Inc. or registered as a broker dealer or investment advisor. Royal Alliance does not offer tax or legal services.
This communication is intended for individuals residing in the states of WV, KY, OH, TN, LA. No offers may be made or accepted from any resident outside the specific state(s) referenced.