Cornerstone Financial Network

In 2024, Join Cornerstone Financial Network and achieve the growth you deserve as a finance professional. Cornerstone provides the best in class companies, products, and support a finance professional can ask for. Don't take our word for it, listen to our members how 2023 went for them! This year, are you ready to make a change? #finance #newyear #newbeginnings

Breaking barriers, shattering stereotypes, and running towards a brighter future. At Together Financial Collective, we believe in empowering individuals to achieve their dreams—on and off the field. #BreakingBarriers #FinancialFreedom #Empowerment #TogetherFinancialCollective #WomenInFinance

We're in the final innings of our biggest project yet - here's a preview of what we've been up to in our efforts to empower women! #financialfreedom #womeninfinance #togetherfinancialcollective #careerchange #female #breakingbarriers

As clients age, they can find themselves in an enviable position: Their insurance assets have done what they were designed to do: Provide protection for their loved ones. In the process, they often amass significant policy cash value. As the client’s needs change, however, this insurance asset may not be flexible enough to meet their current needs. In most cases, client’s needs evolve from simple income replacement to a more diverse set of objectives. Fortunately, there are a handful of insurance companies that offer “all seasons” product portfolios and the ability to “split” incoming 1035 exchanges upon receipt. #lifeinsurance #retirementplanning #1035exchange

When the Supreme Court took up the Connelly case, virtually no one anticipated the decision would have a far-reaching impact on buy/sell agreements and estate planning. The facts of the case were believed to be unique enough that they would serve as nothing more than a cautionary tale. The lack of periodic review and ongoing management of the agreement and funding rendered the Connelly family vulnerable upon audit. The prudent client and advisor could avoid the issue altogether by simply following best practices. Ultimately, the decision did shine a light on the need to follow best practices, but it also included two additional outcomes, similar to an “Easter Egg” in a movie, that have created quite a stir. #supremecourt #connellydecision #stockredemption #estateplanning #buysellagreements

Breaking Barriers, One Pitch at a Time! We’re "pitching in" to bring more women into the world of financial advising! At Together Financial Collective, we believe that diverse perspectives are the key to success, and we're committed to providing the tools and support for women to thrive. Ready to step up to the plate and create your own financial success story? Stay tuned for more information!? #FinancialEmpowerment #WomenInFinance #PitchingInForChange #TogetherFinancialCollective #DiversityMatters

Honoring all who served ????. This Veterans Day, Cornerstone Financial Network extends our deepest gratitude to the brave men and women who have sacrificed for our freedom. Your dedication and courage inspire us every day. Thank you for your service. #VeteransDay #HonoringOurHeroes #CornerstoneFinancialNetwork

Honoring all who served ????. This Veterans Day, Cornerstone Financial Network extends our deepest gratitude to the brave men and women who have sacrificed for our freedom. Your dedication and courage inspire us every day. Thank you for your service. #VeteransDay #HonoringOurHeroes #CornerstoneFinancialNetwork

TFC has been working on a major project lately… and we’d like to thank the incredibly talented people involved. Everyone truly knocked it out of the park to create a beautiful piece of art that not only tells an important story, but also empowers women. Thank you to the amazing people who poured all they had into this short film for TFC and for women everywhere: Alison Lohman -? https://lnkd.in/dMnt2bFR Mark Neveldine - https://lnkd.in/dUjJ528P Mark Koch - https://lnkd.in/dECGVJYY Pascal Trenou & EDEM Visuals - https://lnkd.in/dG8wnmpJ Greg Sims - https://lnkd.in/dTQmrxHe

Achieved financial targets with expert guidance from your financial advisor. #fiance #financialadvisor #experts #guidance #hitthetarget