Our Investment and Insurance Services
INVESTMENT ADVISORY SERVICES
- Employee benefit plan design, implementation and administration*
- Retirement planning services*
- Private money manager offerings
- Fee-based brokerage services
FULL SERVICE INVESTMENT PRODUCTS*
- Individual securities, including stocks, bonds, brokered CDs, and unit investment trusts
- Closed and open-end mutual funds, including domestic and international stock, bond and money market funds
- Variable based insurance, including variable annuities and universal life
- Tax credit programs
STATE OF THE ART INVESTMENT TRACKING AND REPORTING
- Web based reporting of securities investment positions in conjunction with Albridge Solutions and National Planning Corporation
TRADITIONAL INSURANCE PRODUCTS
- Fixed annuities
- Term life insurance
- Cash value life insurance
- Health insurance
- Disability insurance / Business Overhead Expense insurance
- Medical Savings Accounts (MSA)
- Long-term care insurance
*Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, and a Registered Investment Adviser. (See our Welcome Page for full disclosure statement) Other services may be offered through strategic partners of Cornerstone Financial Group. Cornerstone Financial Group and NPC are separate and unrelated companies.
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