Client Education

Cornerstone Financial Group is a Registered Investment Adviser in Iowa.  We provide investment educational services to general employee groups, retirement plan participants, key employees and seminar attendees.  Fees charged for these services are negotiable depending on the scope of the project.

The goals of the educational process for retirement plans established through Cornerstone Financial Group are three-fold: 1)To create Investment Policy Statements for both the employer and plan participants; 2) to review appropriate methods of building diversified investment portfolios, and 3) to establish a regular, ongoing routine of investment monitoring that measures performance against relative market indicators.

Some educational materials are PowerPoint based, but presentations can be done the old fashioned way with binders and printed materials.  The goal of our investment educational services is to make each attendee a better informed investor capable of making good investment decisions based on their financial needs and goals.