To established business owners and their families, Cornerstone Financial is a guide with a road map that leads to financial abundance because entrepreneurs deserve time and money freedom and independence.
We guide elite entrepreneurs towards abundance.
Holistic planning. Customized services. Proven systems.
“How do you make decisions about the future of your business? ”
Your Big Questions Deserve Personalized Answers
What’s going to happen to my business after I’m gone? If I died today, would my family be okay? How do I keep what I have and make it grow? How do I empower my employees and keep turn over low?
The Mission
Would you send a football team into the championship game without a quarterback? Get everyone on your financial team on the same page, running the same play for a smooth, predictable execution.
The Plan
Are you currently experiencing “set it and forget it” investments? It’s time for an upgrade. You deserve to fully understand everything that’s going on within your business portfolio.
The Follow Through
You want the high-level, simplified version, and you want to know how it will affect you and the important people in your life. We’ll track with you every step of the way.
Our Promise
We value every client. We empower enlightened wealth using a time proven, comprehensive money system that brings greater assurance and peace of mind.
Watch a video message from founder and advisor, Chris Clayton.
“ Your business is unique.
You and your family deserve holistic, personalized financial planning.”
Schedule your no fee, no obligation consultation to see how we can help you.
Your mindset determines everything. Start there.
What’s your wealth mindset?
“What is peace of mind worth to you?”